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Joseph P
Series 66
Jefferson Twp, NJ
Equitable Advisors
Joseph Plourde is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2000, including its prior affiliation as Axa Advisors LLC. Outside of his advisory role, he engages in an insurance brokerage business on a limited basis. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party asset management programs and provides ERISA fiduciary services, focusing on matching clients to appropriate investment models without sponsoring its own wrap fee program.
Daniel H
Series 63, Series 65
Jefferson Twp, NJ
Equitable Advisors
Daniel Holdt is a financial advisor at Equitable Advisors with 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves on multiple nonprofit boards including Birth Haven, the Diocese of Paterson, The ARC of Sussex County, and the Kittatinny Education Foundation. Equitable Advisors serves individual and institutional clients by offering financial planning, retirement plan consulting, and asset management programs. The firm emphasizes matching clients to program models or discretionary managers and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.
James H
Series 63, Series 65
Jefferson Twp, NJ
Equitable Advisors
James Hughes is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. In addition to his advisory role, he maintains various outside insurance appointments. Equitable Advisors serves a diverse 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 and third-party managers, emphasizing tailored investment solutions without sponsoring its own wrap fee program.
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