Garrett Roberts - Vice President - Equitable Advisors

Talk to sales Try for Free

Garrett roberts

New York City Metropolitan Area

View Mobile No.

2000 followers

Timeline
About me
Vice President - Equitable Advisors
Education
- Columbia university in the city of new york
  -
  Bachelor of arts - ba economics
  Activities and Societies: Varsity Baseball - Two time IVY League Champion / Columbia Financial Investment Group
Experience
- Chubbies shorts
  Sept 2014 - May 2017
  Brand ambassador
- Cytosport, inc.
  Oct 2015 - May 2016
  Muscle milk brand trainer
- Ralph lauren
  Jun 2016 - Aug 2016
  Intern / global brand planning
- Ralph lauren
  Feb 2017 - May 2017
  Business developement/real estate analyst
- Axa advisors, llc
  May 2017 - Jan 2020
  Financial consultant
- Equitable advisors
  Jan 2020 - now
  - Vice President
    Jan 2020 - now
  - Financial Consultant
    Jan 2020 - now
Licenses & Certifications
- Chfc course hs321 - income taxation
  The american college of financial services
- Chfc course hs300 - financial planning: process and environment
  The american college of financial services
- Series 24
  Finra (financial industry regulatory authority)
- Chfc course hs311 - fundamentals of insurance planning
  The american college of financial services
- Series 66 - uniform combined state law
  Financial industry regulatory authority (finra)
- Chfc course hs328 - investments
  The american college of financial services
- Series 7 - general securities representative exam
  Financial industry regulatory authority (finra)
- Chfc course hs326 - planning for retirement needs
  The american college of financial services
- Chfc course hs330 - fundamentals of estate planning
  The american college of financial services
- Life, accident & health insurance licenses
  New york insurance association
Volunteer Experience
- Volunteer
  Issued by God's Love We Deliver
  Associated with Garrett Roberts

Recommendations
...