Verified recordFinancial Services

John Widman

Financial Professional at Equitable Advisors

Based in Orlando, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Orlando

Industry

Financial Services

Company size

4.3K

Contact information

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Email

1 credit

j•••••••@equitable.com

Phone

5 credits

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Background

About John Widman

As a valued member of Price Financial Services Team, John’s goal is to help you develop a customized financial strategy enabling informed investment decisions. His area of focus is in the technical analysis, evaluation, and allocation of your assets. With over 20 years of experience in the financial services Industry, John’s is here to help you towards meeting your asset accumulation, protection, income endurance, and wealth transfer goals 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 Financial 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 atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

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