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Ted S

Series 63, Series 65

Saint Petersburg, FL

Equitable Advisors

Ted Soltys Jr. is a financial advisor with Equitable Advisors in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, Llc, where he worked for 21 years. He serves as executor of his parents’ living trust and co-trustee for his wife’s trust. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and partners with third-party program sponsors to deliver a range of advisory models and 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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Aidan O

Series 66

St. Petersburg, FL

Equitable Advisors

Aidan O’Dowd is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. He is a 50% owner and lead web developer of O'Barra, LLC, a proprietary web development company. His prior work experience includes roles at DICK'S Sporting Goods and several other organizations. 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 asset management programs through a network of Investment Adviser Representatives and selected third-party managers.

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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