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Liam Grennan is a registered representative with Equitable Advisors, LLC, which is a large, well-established financial services firm. Liam is located in New York, NY. Liam has been in the financial services industry since January 2025. Liam has a Series 66 license and has completed the Uniform Combined State Law Examination. In addition to their current role, Liam has worked in a number of other industries, including senior living and education. Liam has also been a student at SUNY Cortland and SUNY Ulster. Liam has a strong background in customer service and a passion for helping others. In addition to providing financial planning and portfolio management services, Liam is also an activities assistant at Sunrise Senior Living.
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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NY
01/23/2025 - Present
Equitable Advisors, LLC (NEW YORK NY)
Active
Inactive
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