Tune into Crushing It this week to hear James P. Mellin, ChFC, CLU chat with Karan Chainani who is from our Atlanta office! Chainani’s path is filled with powerful lessons on resilience, mentorship and building strong relationships. His insights into overcoming challenges and his forward-looking vision offer inspiration for anyone aiming to grow in their career or leadership. #CrushingIt #EquitableAdvisors Link to Episode: https://bit.ly/3YTftqu
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We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence. Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-6372152.1 (3/24) (Exp. 3/26)
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https://equitable.com/about-us/careers/equitable-advisors
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Equitable Advisors is excited to announce that David Karr, Chairman of Equitable Advisors, has been named a finalist for the 2024 Think Advisor Luminaries Award. This prestigious award celebrates exceptional leadership, innovative achievements, and significant community contributions by both firms and individuals. David Karr is being honored for his role in advancing the firm’s supported independence model and the growth of Equitable Advisors' stand-alone wealth management division. Congratulations to David Karr! Link to article: https://bit.ly/4hxACh9
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Salute to all the veterans today. Your courage and commitment inspire us daily! #VeteransDay
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Equitable Advisors is thrilled to have sponsored the InvestmentNews Women Advisors Summit in NYC! Jody D'Agostini, CFP?, CDFA?, RICP, one of our experienced advisors, and Tracy Ann Shaw, Ph.D., Head of Client Engagement at Equitable, lead a fascinating panel where many of our female advisors were in attendance. We are honored to have been a part of this event and champion women on in the financial industry. #EquitableAdvisors
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Tune in this week to Crushing It to hear James P. Mellin, ChFC, CLU chatting with Steven Fortino, DBA, CFP?, ChFC? about his journey through the power of resilience, family support, and bold choices. Fortino gives insights into his early days in New Jersey all the way through Colorado to now living in Florida. He is all about embracing opportunity and building a lasting impact. #EquitableAdvisors #CrushingIt Link to listen: https://bit.ly/3YTftqu
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We are thrilled to share Philip Kim's, CFP?, ChFC?, CLU?, RICP?, CRES insightful conversation with AdvisorHub about being a financial advisor with Equitable Advisors. He has had an extensive career here and is a prime example of how supported independence can work for your practice. Read more about it here: https://bit.ly/4euUbVi
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Thanks to David Fleisher of Firstrust Financial Resources for speaking at the #AdvisorsToWatch Summit, detailing the three pillars to scaling that allow firms to expand most efficiently. Special thanks to Equitable Advisors for being a Gold Sponsor! #wealthmanagement #acquisition #bestpractices
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Equitable Advisors is excited to highlight another distinguished advisor for Financial Planning Month. This week, we are featuring David L. Downs, CFP CASL RICP ChFC CLU CAP, whose extensive and impactful career with Equitable Advisors offers valuable insights into financial planning. #EquitableAdvisors
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Equitable Advisors Broker Dealer team proudly hosted our National Education Meeting in San Antonio, TX this year. This sought out event gathered 150 of our top performing Gold advisors, along with premier asset fund partners. The meeting provided an engaging opportunity to learn best practices, earn continuing education and build valuable connections. Equitable Advisors remains committed to fostering professional growth and excellence among our team. #EquitableAdvisors
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