Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Multerer is an investment advisor representative at Equitable Advisors, LLC, and has been in the industry since 1988. Thomas is registered in Arizona, Florida, Illinois, Kentucky, Michigan, Nevada, South Carolina, Texas, Virginia, and Wisconsin. Thomas also has a Series 6, 7, 22, 24, 26, 63 and 65 licenses. Thomas holds a SIE license and a Series 24 license. Thomas has been with Equitable Advisors, LLC since 1999 and previously worked at THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES and EQ FINANCIAL CONSULTANTS, INC.
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
FL
06/30/1999 - Present
Equitable Advisors, LLC (NAPLES FL)
NY
05/20/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
06/27/1988 - 05/03/1999
EQ FINANCIAL CONSULTANTS, INC.
NA
06/27/1988 - 05/03/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/05/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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