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Timothy H
Series 63, Series 65
Naples, FL
Equitable Advisors
Timothy Harley is a financial advisor with Equitable Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory work, he owns TJH Group Ltd., a life insurance business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party asset managers and advisory models and provides ERISA fiduciary services while not sponsoring its own wrap fee program.
Michael M
Series 66
Naples, FL
Equitable Advisors
Michael Maggiore is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2008, including its predecessor Axa Advisors, LLC. Outside of his advisory role, Maggiore is involved in real estate development as a partner in Green Street, LLC and Ascendancy Holdings LLC, and serves as an officer and treasurer for a local homeowner's association in Naples, FL. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party programs and discretionary management, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Frederick C
Series 63, Series 65
Naples, FL
Equitable Advisors
Frederick Cyprys is a financial advisor with Equitable Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors for 21 years. Outside of his advisory role, he serves on the board of directors for EnhancedCare, Inc. and is involved with Evergreen Consulting and Cypress Financial Consultants, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and a range of investment vehicles, including mutual funds, ETFs, and alternative investments.
Thomas M
Series 63, Series 65
Naples, FL
Equitable Advisors
Thomas Multerer is a financial advisor with Equitable Advisors in Naples, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously associated with AXA Advisors, LLC. Outside of his advisory role, Multerer is involved in several business activities including consulting for Junction Box LLC and serving as an officer for Hometown Heroes. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s advisory services combine in-house programs and third-party asset managers, emphasizing personalized risk assessment and matching clients to model portfolios or discretionary managers.
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