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Office: 248-641-2771

Mobile: 586-484-8551

880 West Long Lake Road

Suite 430

Troy, MI 48098

Series 7 Certification, Series 66 Certification

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC  (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or qualified.  The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit the Equitable Advisors website to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

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The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP’s receipt of a certificate of completion of the Holistic Financial Coach Program. In a collaboration between Columbia University’s Coaching Center of Excellence and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. Columbia’s Coaching Center of Excellence has earned a global reputation as the “Ivy-league” of evidence-based, high-impact coaching education and training. To verify that an FP has earned and holds the title in good standing, contact Lynsey Capone-Smith at lynsey.caponesmith@equitable.com. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN).