Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph R. Plourde is a financial advisor with Equitable Advisors, LLC. Joseph has been in the financial services industry since May 17, 2000. Joseph is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to offer securities and investment advisory services in several states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Maine, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, and South Carolina. Joseph specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
08/12/2024 - Present
Equitable Advisors, LLC (JEFFERSON TWP NJ)
BOTH
Issued 06/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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