Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tate? Claim Your ProfileTate Kershner is a financial advisor with Equitable Advisors, LLC in Melville, New York. Tate is registered to provide investment advice in New York and Georgia. Tate has passed the Series 7TO, Series 66, and the SIE exams. Prior to joining Equitable Advisors, Tate worked at Broadridge, Go Green Electric, Gurney's Resorts, and Adventureland.
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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NY
01/04/2024 - Present
Equitable Advisors, LLC (MELVILLE NY)
BOTH
Issued 12/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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