Palm Desert, CA Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

2

Of 4,620 advisors across 969 offices

Location

Palm Desert CA

Advisors at this office

2

Advisors at this office

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Meredith L

Series 63, Series 66

Palm Desert, CA

Equitable Advisors

Meredith Langus is a financial advisor with Equitable Advisors in Palm Desert, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Equitable Advisors since 2011, including time with its predecessor AxA Advisors. Outside of advisory work, Langus is involved with the MDRT Foundation in several roles, serves as Program Director for the Kanikapila Project, volunteers with the New York Blood Center, and participates in the Women’s Empowerment Networking Group. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates under a dual registration as an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Kalliopi V

Series 66

Palm Desert, CA

Equitable Advisors

Kalliopi Vlahu is a financial advisor with Equitable Advisors in Palm Desert, CA, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC from 2006 to 2020. Vlahu also serves as an independent FINRA arbitrator. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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, emphasizing non-discretionary asset management and participation in LPL-sponsored programs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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