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Jack Reich, Chfc, Clu
Financial Advisor at Equitable Advisors, LLC
Seasoned financial advisor with 39 years of experience in financial planning and related fields.
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Location
Saddle Brook, New Jersey, United Stat...
Languages
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English -
Skills
- Financial Planning
- Executive Benefit Strategies
- Investment Advisory
- Retirement Income Strategies
- Estate Tax Planning
- Show all
Bio
Generated by
Topline AI
Jack Reich, Chfc, Clu, is a seasoned financial professional with 39 years of experience in the industry. He has expertise in financial planning, executive benefit strategies, investment advisory, and more. Reich has worked at AXA Advisors and Equitable Advisors, LLC, and holds various certifications from The American College of Financial Services and Financial Industry Regulatory Authority (FINRA).
Credentials
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Certified Life Underwriter
The American College of Financial Services -
Chartered Financial Consultant
The American College of Financial Services -
Series 22 - Direct Participation Programs Representative Examination
Financial Industry Regulatory Authority (FINRA) -
Series 6 - Investment Company Products/Variable Contracts
Financial Industry Regulatory Authority (FINRA) -
Series 63 - Uniform Securities Agent State Law Examination
Financial Industry Regulatory Authority (FINRA) -
Series 65 - Uniform Investment Adviser Law Examination
Financial Industry Regulatory Authority (FINRA) -
Series 7 - General Securities Representative Examination
Financial Industry Regulatory Authority (FINRA)
Experience
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Equitable Advisors, LLC
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Fort Lee/Greater New York City Area
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Financial Advisor
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Jan 2020 - Present
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Fort Lee/Greater New York City Area
AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)
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AXA Advisors, LLC
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Fort Lee/ Greater New York City
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Financial Advisor
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Oct 1980 - Jan 2020
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Fort Lee/ Greater New York City
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Education
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1976 - 1980Kean University
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1975 - 1976
University of South Florida
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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