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Stephen S

Series 66

Binghamton, NY

Equitable Advisors

Stephen Seltzer is a Series 66-credentialed financial advisor with 24 years of industry experience, currently with Equitable Advisors in Binghamton, NY. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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