Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom Bardin is a financial advisor with Equitable Advisors, LLC and has been in the industry since 1981. Tom holds Series 6 and Series 63 licenses, as well as Series 65. Tom is registered in North Carolina and Virginia and is an active advisor in both states. Tom has prior experience with Lincoln Financial Securities Corporation, Jefferson-Pilot Investor Services, Inc., EquiCo Securities, Inc. and The Equitable Life Assurance Society of the United States.
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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2
NC
08/18/2022 - Present
Equitable Advisors, LLC (WILSON NC)
NC
10/01/1997 - 05/08/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (WILSON NC)
IN
09/21/1994 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NY
02/02/1988 - 05/31/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/01/1981 - 05/31/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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