Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Chan is a financial advisor with Equitable Advisors, LLC. Richard is licensed to provide financial advice and services in multiple states, including New Jersey, New York, Florida, Pennsylvania and Virginia. Richard is also licensed to provide financial advice and services through the Series 66, Series 7 and SIE licenses. Prior to joining Equitable Advisors, LLC, Richard was previously employed at MML Investors Services, LLC, Allstate Financial Services, LLC and AXA Advisors, LLC. Richard is a financial advisor with over 5 years of experience in the industry.
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
NJ
03/24/2023 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
NY
02/03/2021 - 02/15/2022
MML INVESTORS SERVICES, LLC (BROOKLYN NY)
NY
07/26/2019 - 12/31/2020
ALLSTATE FINANCIAL SERVICES, LLC (Brooklyn NY)
NJ
01/02/2018 - 04/18/2019
AXA ADVISORS, LLC (EDISON NJ)
BOTH
Issued 03/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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