Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Joseph Ostempowski is a financial advisor with Equitable Advisors, LLC. Taylor has been in the industry for a short period of time but has already earned their Series 7TO, Series 63, and SIE licenses. Taylor is registered to provide financial advice in New York and is located at the Equitable Advisors, LLC office in Williamsville, NY. Taylor has been with Equitable Advisors, LLC since 2021.
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
07/28/2021 - Present
Equitable Advisors, LLC (WILLIAMSVILLE NY)
BC
Issued 11/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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