Unclaimed
Nicholas Anthony Plavchak is a financial advisor registered with Equitable Advisors, LLC. Nicholas has been in the industry since November 2019. Nicholas works in the Carmel, Indiana office of Equitable Advisors, LLC. Nicholas is a licensed representative of Equitable Advisors, LLC and a registered investment advisor representative. Nicholas's practice focuses on providing financial advice to individuals and families. Nicholas is also registered as an investment advisor representative in Kansas, Nevada, Ohio, Pennsylvania, South Carolina, Texas, and Wisconsin.
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
IN
06/23/2022 - Present
Equitable Advisors, LLC (CARMEL IN)
BOTH
Issued 12/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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