Unclaimed
Luis Gabriel Chiappy is a financial advisor with Equitable Advisors, LLC in Miami, Florida. Luis has been a registered representative for over 35 years, and is also a registered investment advisor. Luis specializes in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses. Luis has a strong commitment to helping his clients achieve their financial goals.
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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FL
09/18/1986 - Present
Equitable Advisors, LLC (MIAMI FL)
NY
07/01/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 12/30/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/20/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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