Unclaimed
Whitney Jo hagerman Bryant is a financial advisor at Equitable Advisors, LLC. Whitney is a registered representative and investment advisor representative. Whitney has been in the financial services industry since 2008. Whitney is licensed to offer financial products and services in Alabama, California, Colorado, Florida, Georgia, Massachusetts, Minnesota, South Carolina, and Tennessee. Whitney has a strong track record of providing personalized financial advice to individuals and families. Whitney is committed to helping clients achieve their financial goals.
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
GA
06/16/2023 - Present
Equitable Advisors, LLC (CUMMING GA)
GA
01/14/2015 - 06/14/2023
NEXT FINANCIAL GROUP, INC. (ROSWELL GA)
GA
08/05/2008 - 01/15/2015
VOYA FINANCIAL ADVISORS, INC. (ROSWELL GA)
IA
Issued 08/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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