Broker Check

Strategies for Individuals

We know financial planning for life isn't a one-time thing. As your life evolves, so will your goals. We'll be there with you, helping you shift your strategy, update your portfolio and leverage the right products to make smart choices for every new chapter of your life.

Life Insurance

  • Annual Renewable Term
  • Equity-Indexed Universal Life
  • Level Term — 10-, 15- and 20-Year
  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Survivorship Variable Universal Life
  • Survivorship Universal Life

Disability and Long-Term Care Insurance

  • Individual Disability Income
  • Individual Long-Term Care

Individual Retirement/Education Planning

  • Traditional and Roth IRA
  • Coverdell Education Savings Account
  • 529 Plans


  • Fixed (single flexible & immediate)
  • Variable Annuities (immediate & flexible payment)
  • Group Annuities (qualified retirement plans)
  • Equity Indexed Annuities

Equity Investments

  • Mutual Funds (growth-oriented)
  • Large Cap Growth/Value Funds
  • Small/Mid Cap Growth/Value Funds
  • International Equity Funds
  • Asset Allocation Funds
  • Sector Funds
  • Unit Investment Trusts (growth-oriented)
  • Publicly Traded Stocks
  • Alternative Investments

Fixed-Income Investments

  • Mutual Funds (income-oriented)
  • Unit Investment Trusts (income-oriented)
  • Corporate, Municipal and Government Bonds
  • Money Market Deposit Accounts1
  • Certificates of Deposit1

Investment Accounts2 (Traditional Brokerage)

  • Access to extensive investment options from leading companies.

Investment Advisory Programs2

  • LPL Advisory Platforms
  • TAMPs - Third Party Asset Managers

Financial Planning3

  • Fee-Based Financial Planning
  • Equity Compensation (Stock Option) Analysis
  • Goal Planning
  • Personal Financial Plans
  • Personal Financial Plans with Estate Planning Strategies

1CDs and money market deposit accounts are generally FDIC-insured up to $250,000 per depositor, per insured bank.

2Equitable Advisors, LLC serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, a broker-dealer and registered investment advisor, serves as the clearing broker/dealer for brokerage accounts. Equitable Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL investment advisory programs offered through Equitable Advisors' Financial Professionals. Equitable Advisors and its affiliates are not affiliated with LPL Financial.

33Fee-based and non-fee based financial planning is offered by financial professionals who are investment advisor representatives.

4Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Life insurance and annuities are issued by Equitable Financial Life Insurance Company (New York, NY) and by various unaffiliated companies. Disability insurance, long-term care insurance and health insurance are underwritten by unaffiliated carriers and offered through Equitable Network, LLC, an insurance brokerage affiliate. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.

GE-2855972 (12/19)(Exp 12/23)