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Timothy R
Series 63, Series 65
Stevens Point, WI
Equitable Advisors
Timothy Roman is a financial advisor with Equitable Advisors in Stevens Point, Wisconsin, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2000. Outside of his advisory role, Roman serves as the head pitching coach at Stevens Point Area Senior High School and is active on the Community Parks Improvement Committee of Portage. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s advisory services utilize a range of third-party program sponsors and discretionary managers, focusing on matching clients to suitable investment models and offering a variety of mutual funds, ETFs, separately managed accounts, and select alternative investments.
Andrew F
Series 66
Stevens Point, WI
Equitable Advisors
Andrew Firminhac is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has prior work experience across various sectors, including manufacturing and publishing. Outside of his advisory role, Firminhac serves as a football coach at Cudahy High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver customized advisory solutions covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
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