Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahul? Claim Your ProfileMahul Balar is a financial advisor associated with Equitable Advisors, LLC. Mahul has been in the financial services industry since 2007. Mahul is registered in 14 states and has the Series 6, 7, 63, and 65 securities licenses. Mahul's registrations are active in Arizona, California, Delaware, Florida, Georgia, Louisiana, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, and Virginia. Mahul Balar also maintains licenses and registrations with FINRA, the Financial Industry Regulatory Authority.
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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NJ
08/21/2018 - Present
Equitable Advisors, LLC (MARLBORO NJ)
NJ
01/02/2007 - 09/11/2012
NYLIFE SECURITIES LLC (EDISON NJ)
IA
Issued 04/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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