Joseph Bullis
Financial Advisor at Equitable Advisors
- Role
- Financial Advisor at Equitable Advisors
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Joseph Bullis
At Equitable Advisors we strive to develop strong and meaningful relationships with our clients across the US, bringing them a great deal of soundness by taking a holistic financial planning approach to achieve their goals and aspirations. As an Advisor at Equitable Advisors, my team and I enjoy the opportunities we are given to create value for those we are faced with on a daily basis. Although COVID has taken physical interaction away from us for the time being, we have learned to adapt and overcome these struggles, making sure our clients are equipped with what they need to succeed in these unprecedented times with confidence and peace of mind. I am a fully licensed advisor having passed my Series 7 and 66, as well as the SIE and Life/Health/Accident Insurance examinations. Through my education and professional experience, I am beyond excited to take what I have learned and use it to my greatest potential, all while bringing my clients a sense of comfort and freedom.
Experience
Financial Advisor
Nov 2021 — Present · New York, NY, US
Education
University of Maryland College Park
Bachelor of Science - BS
2017 — 2021
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