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Matthew G

Series 66

Port Huron, MI

Equitable Advisors

Matthew Gregor is a Series 66-licensed financial advisor with 13 years of industry experience, currently with Equitable Advisors since 2013. He previously worked at AxA Advisors from 2013 to 2020. Outside of his advisory role, Gregor is a member of Aspen LLC. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

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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Nathan H

Series 66

Port Huron, MI

Equitable Advisors

Nathan Hall is a financial advisor with Equitable Advisors in Port Huron, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013, including the period when it operated as Axa Advisors. 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 a mix of proprietary and third-party advisory models.

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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