Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Sy, a registered representative with Equitable Advisors, LLC, has been in the financial industry since April 2015. Rafael is licensed to provide financial advice in New York. Rafael has a background in trading and has worked in various roles in the financial services industry. Rafael holds a Series 66 license and is currently working towards expanding his knowledge of financial services and expanding his client base. In addition to working at Equitable Advisors, LLC, Rafael is also employed with Escape Virtuality as an associate.
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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NY
01/23/2025 - Present
Equitable Advisors, LLC (NEW YORK NY)
Active
Inactive
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