Unclaimed
William Edward Small is a financial advisor with Equitable Advisors, LLC based in HUTCHINSON, KS. William has been in the industry since 1985 and holds both state and product licenses. Prior to joining Equitable Advisors, LLC William worked for THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES in NEW YORK, NY. William works with a variety of clients including high-net-worth individuals, corporations and charitable organizations.
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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KS
04/20/2000 - Present
Equitable Advisors, LLC (HUTCHINSON KS)
NY
07/23/1985 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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