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Stephen Anthony Missildine is a financial professional with over 50 years of experience in the industry. Stephen is a Registered Representative and an Investment Advisor Representative. Stephen has passed several securities exams including the Series 7, Series 63, and Series 65. Stephen currently works for Equitable Advisors, LLC. Stephen has also worked at The Equitable Life Assurance Society of the United States in New York, NY. Stephen specializes in providing financial planning and investment advice to individuals, businesses, and institutions. Stephen is also a registered representative for Equitable Advisors, LLC in Palestine, Texas.
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.
1
2
TX
05/04/1984 - Present
Equitable Advisors, LLC (PALESTINE TX)
NY
06/26/1973 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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