Lindsey Valen Wedner

Current Employers

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2011-12-09

PA RA
APPROVED

Since 2011-12-09

Branch Locations

2345 Murray Ave Suite 320, Pittsburgh, PA 15217 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	11/2011	06/2020
Equitable Advisors, Llc	New York	NY	11/2011	Present

11/2011 → 06/2020

Axa Advisors, Llc

New York, NY
11/2011 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

1. MARC JACOBSON AND ASSOCIATES, CONSULTANT, HELPING COLDWELL BANKERS REALTORS GET INSURANCE AND FINANCIAL PRODUCT 2. DBA VALEN FINANCIAL. 3 Eugene Cohen and Associates-Term Life, Disability, Long Term Care products, since 11-2019.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-12-08
S63	Uniform Securities Agent State Law Examination	2011-11-10

S65 Uniform Investment Adviser Law Examination

2011-12-08
S63 Uniform Securities Agent State Law Examination

2011-11-10

Other Names

Lindsey B Valen

View on SEC IAPD

Current Employers

Equitable Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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