Donald Halicki

Financial Consultant at Equitable Advisors

Role
Financial Consultant at Equitable Advisors
Location
Buffalo, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Consultant

    Equitable Advisors

    Jan 2020 — Present

    Equitable is the brand name for AXA Advisors and is ONLY relevant as of January 2020. CA license #0H68720

Skills

  • Client Education
  • Life Insurance
  • 401k Rollover Strategies
  • Retirement Planning Strategies
  • Asset Allocation Strategies
  • Budget Strategies
  • Asset Allocation Strategies
  • 401k Rollover Strategies
  • Income Strategies

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Donald Halicki — Financial Consultant at Equitable Advisors in Buffalo, NY, US | Unifers