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Aldo V

Series 63, Series 65

Mineola, NY

Equitable Advisors

Aldo Verrelli is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Equitable Advisors since 2005 and also leads A. Verrelli & Associates, a firm he has been associated with since 2009. Outside of his advisory roles, Verrelli serves as chairman of the College Scholarship Committee and the annual Columbus Day Parade for the Columbus Citizens Foundation. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm’s approach involves matching clients to program models or discretionary managers, using a range of 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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Vincenzo C

Series 63, Series 65

Mineola, NY

Equitable Advisors

Vincenzo Cesare is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at Equitable Advisors since 2003, including its predecessor AXA Advisors. Outside of his advisory role, he serves as Master of the Garibaldi Masonic Lodge in New York City and is a board member of Societa Concordia Partanna, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver customized advisory solutions tailored to client risk tolerance and objectives.

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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Angelica V

Series 63, Series 66

Mineola, NY

Equitable Advisors

Angelica Van Pelt is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Equitable Advisors since 2010, including time at its predecessor AXA Advisors. Outside of her advisory work, she is involved in real estate as a personal and family-use realtor and sells property and casualty insurance on a limited basis. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and 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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