Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regan? Claim Your ProfileRegan Puzzitiello is a registered representative with Equitable Advisors, LLC, a firm with a long history of providing financial guidance. Regan's career includes experience in several industries, including finance, real estate, and consulting, providing Regan with a well-rounded understanding of various financial needs. Regan has a Series 66 license and has passed the Uniform Combined State Law Examination. Regan can assist individuals, families, and businesses with financial planning, portfolio management, and pension consulting. Regan can also help clients access educational seminars to learn about investing.
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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OH
09/19/2024 - Present
Equitable Advisors, LLC (CLEVELAND OH)
Active
Inactive
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