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Mickey Dana Dubberly is a financial professional registered with Equitable Advisors, LLC. Mickey is a registered representative with a Series 63 license and Series 7, Series SIE licenses. Mickey has been in the financial industry since October 1, 2015. Mickey has prior registrations with Bankers Life Securities, Inc., David Lerner Associates, Inc., First Level Capital, Inc., VFinance Investments, Sterling Financial Investment Group, Inc., and Discovery Capital Group. Mickey specializes in financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Mickey can provide services to a variety of clients including individuals, businesses, trusts, and retirement plans. Mickey is located at the Boca Raton, Florida office of Equitable Advisors, LLC.
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
FL
01/19/2021 - Present
Equitable Advisors, LLC (BOCA RATON FL)
FL
07/16/2020 - 11/18/2020
BANKERS LIFE SECURITIES, INC. (WEST PALM BEACH FL)
FL
02/13/2017 - 06/25/2020
DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)
FL
01/01/2002 - 01/25/2002
FIRST LEVEL CAPITAL, INC. (BOCA RATON FL)
FL
08/16/2001 - 01/01/2002
VFINANCE INVESTMENTS (BOCA RATON FL)
FL
04/09/2001 - 08/15/2001
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
FL
06/05/2000 - 03/20/2001
DISCOVERY CAPITAL GROUP (CORAL SPRINGS FL)
BC
Issued 04/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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