Unclaimed
Michael Buccolo is a financial advisor with Equitable Advisors, LLC. Michael has been in the financial services industry since 1990. Michael's registration status is active and he has passed both the Series 63 and Series 65 exams. Michael is registered in 33 states and has previously been registered with The Equitable Life Assurance Society of the United States. Equitable Advisors, LLC provides a range of financial services including financial planning, pension consulting and portfolio management for individuals and businesses.
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
08/06/2014 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
07/13/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/29/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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