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Marvin F
Series 63, Series 65
Melville, NY
Equitable Advisors
Marvin Feinstein is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 2005. Mr. Feinstein is also a practicing accountant and trusted advisor at Diapoules & Feinstein CPA PC, a role he has held since 1989. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance services to tailor financial solutions for its clients.
James D
Series 63, Series 65
Melville, NY
Equitable Advisors
James Diapoules is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been with Equitable Advisors since 2005 and also has a long-standing role at Diapoules & Feinstein, a CPA firm he has been associated with since 1989. Outside of his advisory work, he is involved with a general agency focused on group health insurance and professional disability plans. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance services.
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