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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sidney? Claim Your ProfileSidney Ma is a financial advisor with Equitable Advisors, LLC. Sidney has been in the financial services industry since 2000. Sidney holds a Series 63, 66, 7, 24 and SIE licenses. Sidney is currently registered with the states of Connecticut, Florida, Massachusetts, New Hampshire, North Carolina, Rhode Island and Virginia. Sidney is also a Registered Investment Advisor (RIA) in Florida, Rhode Island and Virginia. Sidney has worked with many different types of clients including high-net-worth individuals, individuals, corporations, pension plans and charitable organizations. Sidney has been with Equitable Advisors, LLC since 2001.
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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MA
02/05/2022 - Present
Equitable Advisors, LLC (WAYLAND MA)
MA
02/05/2001 - 12/10/2001
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
GA
10/19/2000 - 02/16/2001
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 09/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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