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Paul andre I Szentkereszty de zagon

Equitable Advisors, LLC

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About Paul andre I Szentkereszty de zagon

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.

Firm Information

Paul andre Szentkereszty de zagon is currently registered with Equitable Advisors, LLC. Equitable Advisors, LLC is a Limited Liability Company formed in 1999 and headquartered in New York, NY. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors, among other services. They manage assets for individuals, businesses, and charitable organizations. Equitable Advisors, LLC is registered with the SEC and in 53 states.
Equitable Advisors, LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$32.27B

Assets Under Management

141,324

Total Clients

4,926

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul andre Szentkereszty de zagon’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul andre I Szentkereszty de zagon.
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