Donald Halicki

Partner My goal is to assist individuals and businesses with building a solid financial roadmap for their future This allows them to make sound decisions for their future with the information we have developed through our process. I provide guidance on individual and group risk management products like; disability, life and long term care insurance products, while managing qualified and non qualified investment assets for individuals and businesses.

 

Don holds FINRA Series 7 and Series 66 licenses. Don was awarded the title Retirement Planning Specialist by Equitable Advisors based upon receipt of a Certificate of Retirement Planning from the Wharton School of the University of Pennsylvania.

 

 

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

PRESTIGE Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information &
Disclosures: http://bit.ly/2f98X9d
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