Legacy Wealth Strategies’ Nick Balmer Earns Series 7 and 66 Licenses

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Legacy Wealth Strategies’ Nick Balmer Earns Series 7 and 66 Licenses

RALEIGH, N.C. (May 30, 2012) — Raleigh-based Legacy Wealth Strategies, (www.legacyws.com), announces today that associate Nicholas Balmer has received his FINRA Series 7 and 66 licenses. He has been with Legacy Wealth Strategies since 2012. Balmer holds a bachelor’s degree in finance from Elon University.

“Earning the series 7 and 66 licenses better equips Nick to evaluate client needs and to present added opportunities to them,” says John Parham, Jr., Legacy Wealth Strategies founder and president. “He has quickly become a key part of the Legacy team, and this is an important step toward a bright future with Legacy.”

The designations demonstrate a proven knowledge of securities rules and regulations; product education; conduct and business ethics; state laws; and investment advisor rules. The Series 7 license is administered by the Financial Industry Regulatory Authority and entitles Balmer to sell most types of securities products, except commodities and futures. The Series 66 license is required in addition to the Series 7 to qualify for registration as a securities agent and investment adviser representative.

About Legacy Wealth Strategies:
Legacy Wealth Strategies focuses on financial planning and wealth management strategies, business succession planning and risk management services. Formed in 2004, the firm strives to provide forward-thinking and cost-effective financial strategies to its clients, helping them toward reaching their financial goals and achieving financial independence. Associates of Legacy Wealth Strategies offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC.  Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. Legacy Wealth Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

Legacy Wealth Strategies and the AXA Advisors Raleigh branch are located at 3201 Beechleaf Court, Suite 450, Raleigh, NC  27604.  Financial services available to individuals and business owners through AXA Advisors, LLC include: strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity and investment products. Visit www.legacyws.com or call 919.341.1639 for more information.

About AXA Equitable:
In business since 1859, AXA Equitable Life Insurance Company (NY, NY) is a leading financial protection company and one of the nation’s premier providers of life insurance, annuity, and financial products and services. The company’s products and services are distributed to individuals and business owners through its retail distribution channel, AXA Advisors, LLC (member FINRA, SIPC) and to the financial services market through its wholesale distribution channel, AXA Distributors, LLC.

Find AXA Equitable on Facebook and Twitter or visit the company’s multi-media newsroom The Source @ AXA Equitable.

AXA Equitable, a subsidiary of AXA Financial Inc., is part of the global AXA Group, a worldwide leader in financial protection strategies and wealth management. “AXA Group” refers to AXA, a French holding company for an international group of insurance and financial services companies together with its direct and indirect consolidated subsidiaries. For more information, visit www.axa-equitable.com.

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GE 68566 (5/12)(Exp 5/14)