Unclaimed
Michael Kroll is a financial advisor with Equitable Advisors, LLC. Michael is registered with FINRA and holds the Series 7TO and Series 63 licenses. Michael is a representative of Equitable Advisors, LLC, a New York based firm with an extensive history of serving clients. Equitable Advisors, LLC is a large firm with over 5,000 registered representatives and manages over $32 billion in assets for over 140,000 clients. They offer a range of financial services, including financial planning, portfolio management, and insurance.
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
06/17/2024 - Present
Equitable Advisors, LLC (MELVILLE NY)
BC
Issued 07/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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