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.

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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
CA Insurance License #0H68720

California Insurance License #: 0H68720


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

PRESTIGE Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 800-476-9150
Fax 716-631-4764