Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kaplan is a financial advisor with Equitable Advisors, LLC, a firm with a long history of providing financial advice. Michael has been in the industry since 1994, and has a strong track record of helping clients reach their financial goals. Michael Kaplan holds Series 6, 7, 63 and 65 licenses and has offices in Melville, New York. Michael Kaplan is licensed in Arizona, California, Colorado, Connecticut, Florida, Georgia, Maine, Maryland, Michigan, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Michael Kaplan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
11/29/2010 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
11/02/1994 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 09/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Kaplan is the right advisor for you? Invested Better is here to help.
