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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Thomas Silva is a financial advisor with Equitable Advisors, LLC, a firm with approximately 141,324 clients. Karl has been in the industry since August 1993 and holds multiple licenses, including Series 6, 7, 63, and 65. Karl is registered in California and Nevada as a both Broker-Dealer and Investment Advisor. Karl has been with Equitable Advisors, LLC since September 1999, previously working with THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. In addition to Equitable Advisors, LLC, Karl is also a Silent Partner in Life|Style Design Group, a firm that provides interior design services.
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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CA
05/11/2017 - Present
Equitable Advisors, LLC (FOLSOM CA)
NY
08/06/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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