About Us

Jose Rivas

Financial Professional
Mobile: 407-545-9957

At Equitable Advisors, I help individuals through an all-inclusive planning approach.  This is provided by an analysis of goals, priorities and resources.  Equitable’ s services allow me to create customized advice and strategies to families and individuals in the areas of retirement planning and protection of income.  My mission is to provide the highest level of service available through helping clients identify and prioritize their financial objectives.  After reviewing the specifics of your financial situation, we can mutually determine which, if any, of our services might be appropriate.

As a Financial Professional with Equitable Advisors, LLC, and an agent of the AXA Network, LLC and its subsidiaries, I work with dozens of providers to offer a variety of financial products and services; including, retirement planning, education planning, business planning mutual funds, brokerage accounts, annuities, and employer-sponsored retirement plans such as 401(k), 403(b)/TSA and 457(b)/EDC.

I currently hold the FINRA Series 7, 63, 66 and Florida Life, Health including Annuities (215) licenses. 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

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Check the background of this financial professional on FINRA's BrokerCheck