Unclaimed
Keith Namiot is a financial advisor with Equitable Advisors, LLC. Keith has been in the financial industry since 2012. Equitable Advisors, LLC is a large firm with over 32 billion dollars in assets under management. The firm provides financial planning, pension consulting and educational seminars. Keith's previous employers include Equitable Distributors, LLC, J. B. Hanauer & Co., MML Investors Services, Inc. and HRC Services, Inc.
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.
1
2
NY
09/26/2018 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
10/06/2017 - 04/18/2024
EQUITABLE DISTRIBUTORS, LLC (NEW YORK NY)
NJ
01/17/1996 - 08/28/1996
J. B. HANAUER & CO. (PARSIPPANY NJ)
MA
07/14/1994 - 01/31/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
06/09/1993 - 07/19/1994
HRC SERVICES, INC. (GLEN HEAD NY)
NY
03/20/1992 - 06/03/1993
USLIFE EQUITY SALES CORP. (NEW YORK NY)
CO
08/23/1991 - 02/19/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 08/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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