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Mickey K
Series 66
Fort Lauderdale, FL
Equitable Advisors
Mickey Kozak is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, Law Business Media, and UBS Financial Services. 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 asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-sponsored and third-party advisory solutions.
John M
Series 63, Series 66, Series 65
Fort Lauderdale, FL
Equitable Advisors
John Moran is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. His prior roles include positions at Minnesota Life Insurance Company, Evershore Financial Group, Securian Financial Services, Ameriprise Financial Services, Herbert J Sims & Co, TD Ameritrade, Northwestern Mutual Investment Management, and Mesirow Financial. 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 asset management programs delivered through a network of Investment Adviser Representatives and incorporates both firm-offered and third-party investment solutions.
Mark F
Series 63, Series 66
Fort Lauderdale, FL
Equitable Advisors
Mark Flynn is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors, LLC, and has experience with Columbia University Athletics and Cooperstown All Star Village. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s services include a range of advisory models implemented through third-party managers and proprietary programs, with a focus on matching clients to appropriate investment solutions based on their risk tolerance.
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