Jordan de Perio - Financial Advisor with Equitable Advisors
350 Essjay Rd. Suite 300,Williamsville, NY 14221
phone: 716-276-7618
Contact Name: Jordan de Perio
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I joined Equitable Advisors, LLC in 2022 after graduating from SUNY Oswego with a degree in Business Administration with a minor in Economics and currently hold my New York Life and Health License and FINRA Series 7 and series 66 Registrations.
As a Financial Advisor, I am passionate about helping people develop their own personalized financial strategy plans. My supportive approach can help you make well-informed decisions about your financial future. I am excited to work with pre- and post-retirees to assist them in working towards their financial goals.
The quality of the advice that I provide is the same as if I were helping close friends and family. I will attentively listen to your concerns so that I may understand what your goals in life are, and how I can work in collaboration with you to realize them.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC AGE 5636749.1 (4/23) (exp 4/25)