Unclaimed
Scott Michael Gratien is a licensed financial professional with Equitable Advisors, LLC in New York, NY. Scott Michael Gratien has been in the industry since March 13, 2018 and holds Series 6 and SIE licenses. Equitable Advisors, LLC has over 3900 investment adviser representatives and 4200 licensed agents across the United States. The firm provides advisory services including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Equitable Advisors, LLC also provides advisory services to charitable organizations and pension and profit-sharing plans.
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
NY
03/14/2018 - Present
Equitable Advisors, LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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