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Poonam W
Series 66
Worcester, MA
Equitable Advisors
Poonam Walia is a financial advisor with Equitable Advisors in Worcester, MA, holding a Series 66 designation and 14 years of industry experience. She has worked with Equitable Advisors since 2011 and previously with AXA Advisors, LLC. In addition to her advisory role, she is involved in tax preparation and audit representation through Accounting Solutions, Inc. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a variety of sponsored programs and endorsed platforms to deliver advisory and brokerage solutions.
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