Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sena? Claim Your ProfileSena Mortensen is a financial advisor at Equitable Advisors, LLC. Sena has been in the industry for over 2 years and is licensed to provide investment advice in Indiana and Illinois. Sena has a strong background in financial planning and specializes in retirement planning, education planning, and insurance solutions. Sena is committed to helping clients achieve their financial goals and providing them with the guidance and support they need to make informed decisions about their investments.
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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IN
12/20/2023 - Present
Equitable Advisors, LLC (CARMEL IN)
BOTH
Issued 12/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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