Unclaimed
Paul Andre Szentkereszty de Zagon is a financial advisor at Equitable Advisors, LLC with over 20 years of experience in the industry. Paul Andre Szentkereszty de Zagon has been registered with the Securities and Exchange Commission (SEC) since 1998. Paul Andre Szentkereszty de Zagon has held previous roles at Bryan Garnier Securities, LLC, ODDO Securities Corporation, Auerbach Grayson & Company Incorporated, and CCF International Finance Corp. Paul Andre Szentkereszty de Zagon holds a Series 7, Series 63, and Series 65 license. In addition to their role at Equitable Advisors, LLC, Paul Andre Szentkereszty de Zagon is also a real estate agent at Ebby Halliday Realtors.
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
TX
10/31/2024 - Present
Equitable Advisors, LLC (DALLAS TX)
NY
10/20/2011 - 08/05/2013
BRYAN GARNIER SECURITIES, LLC (NEW YORK NY)
NY
07/29/1999 - 08/09/2011
ODDO SECURITIES CORPORATION (NEW YORK NY)
NY
06/23/1998 - 07/20/1999
AUERBACH GRAYSON & COMPANY INCORPORATED (NEW YORK NY)
NY
04/27/1998 - 06/04/1998
CCF INTERNATIONAL FINANCE CORP. (NEW YORK NY)
IA
Issued 04/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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