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Francis V
Series 66
Willoughby, OH
Equitable Advisors
Francis Vitale is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. His outside business activities include insurance brokerage contracts involving Term Life, Universal Life, and Whole Life insurance products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to implement client recommendations.
Nicholas B
Series 66
Willoughby, OH
Equitable Advisors
Nicholas Baase is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2018, following a brief tenure with AXA Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored platforms and endorsed TAMPs to deliver advisory and brokerage solutions.
Ryan B
Series 66
Willoughby, OH
Equitable Advisors
Ryan Becker is a financial advisor with Equitable Advisors in Willoughby, OH, holding a Series 66 designation and one year of industry experience. His prior experience includes a legal role at Tucker Ellis and involvement with DMG Group, part of Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.
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