The Private Client Group, LLC
Financial Services - Miami, Florida, United States
The Private Client Group, LLC Employees
The Private Client Group, LLC Details
Known as the "PRIVATE CLIENT GROUP", we are a cohesive group of financial professionals in South Florida. We offer our community the most professional financial advice and service possible. Within our team there are members that specialize in the different sectors of the financial services spectrum. In addition, our team consists of professionals - some who have obtained the designation of CERTIFIED FINANCIAL PLANNER TM professional, earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and AXA Advisors Institute, hosted by the Harvard Faculty Club at Harvard University, among other credentials.Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer / Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] Private Client Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://go.axa.com/20pZ8pWAGE 147247 (10/2019)(10/2023)California Insurance License # 0F29386CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.Retirement Planning Specialist title awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
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