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Joseph Alan Giles

Equitable Advisors, LLC

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About Joseph Alan Giles

Joseph Alan Giles is a financial advisor registered with Equitable Advisors, LLC. Giles has been in the industry since August 2008 and is currently licensed in 13 states, including New Jersey, New York, and Pennsylvania. Giles also holds a Series 66, Series 7, and Series 24. In addition to his role as a financial advisor, Giles is also the owner of BettrNation, Inc. Giles has a strong background in financial planning, portfolio management, and pension consulting. He offers advisory services to individuals, businesses, and retirement plans.

Firm Information

Joseph Giles is currently registered with Equitable Advisors, LLC. Equitable Advisors, LLC is a Limited Liability Company formed in 1999 and headquartered in New York, NY. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors, among other services. They manage assets for individuals, businesses, and charitable organizations. Equitable Advisors, LLC is registered with the SEC and in 53 states.
Equitable Advisors, LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$32.27B

Assets Under Management

141,324

Total Clients

4,926

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Giles’s Registration & Firm History

NJ

02/18/2021 - Present

Equitable Advisors, LLC (WALL NJ)

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Licenses & Designations

BOTH

Issued 08/23/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/05/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph Alan Giles. Review regulatory record here.
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