Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Leone is a financial advisor with Equitable Advisors, LLC, working from their Syracuse, NY office. Michael has been in the financial services industry since 2005, and holds Series 6, 7, 63, and 66 licenses as well as the SIE. Michael has experience with managing portfolios for individuals and businesses, and provides financial planning and pension consulting services. Michael is a Registered Representative of and offers securities and investment advisory services through Equitable Advisors, LLC. Equitable Advisors, LLC is a subsidiary of Equitable Holdings, Inc. and a registered investment advisor and broker-dealer.
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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2
NY
11/18/2015 - Present
Equitable Advisors, LLC (SYRACUSE NY)
AZ
08/15/2001 - 02/13/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 06/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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