Equity Services, Inc
Since its founding in 1968, Equity Services, Inc.(ESI) has been committed to making investing as successful as possible for clients while also recognizing that today's investing environment is one of constantly increasing complexity. ESI's products and services are designed to form the critical foundation required to implement sophisticated planning and investing strategies which take advantage of today's opportunities while seeking to manage risk. As a member of National Life Group®, ESI is part of a diversified family of financial services companies providing investment professionals a comprehensive portfolio of financial products and services. ESI is a Broker-Dealer and Registered Investment Adviser affiliate of National Life Insurance Company – a diversified financial services company with roots going back to 1848. Since that time, the affiliates of National Life have adhered to guiding principles of quality and integrity - elements essential to its corporate character today. Securities and investment advisory services are offered solely by Equity Services, Inc, Member FINRA Broker/Dealer and Registered Investment Adviser, One National Life Drive, Montpelier, Vermont, 05604, 802-229-3900. National Life Group is a trade name representing various affiliates, which offer a variety of financial service products. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. TC143034(0724)3
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Verified contacts
106
available on Kipplo
LinkedIn employees
192
51 to 200 range
Open roles
—
no listings
Distinct roles
73
indexed titles
Tech stack
0
tools in use
Monthly traffic
225
organic / mo
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Decision-makers and verified team members
106 contacts with verified email or phone · masked until revealed.
- RK
Rajesh Kumar Sharma
Sales Manager · Sales & Business Development
EmailPhone - MR
Mark Raffa
Investment Adviser Representative · Finance & Accounting
EmailPhone - RH
Robert Howard
Independent Investment Adviser Representative · Sales & Business Development
EmailPhone - AA
Amanda Atwood
Senior Director - Business Architecture · General Business & Management
EmailPhone - HL
Helene Lino
Director, Compliance · Legal
EmailPhone - KL
Kristy Lash
Field Supervision Principal · Operations
EmailPhone - TD
Tahitta Diaz
Senior Managing Director Registered Financial Advisor · Finance & Accounting
EmailPhone - TK
Tamara Kushwaha
Director - Partner Experience Group · General Business & Management
EmailPhone - CL
Chris Longhi
Associate Vice President - Operations · Operations
EmailPhone
Showing 9 of 106 verified contacts
Top roles at Equity Services, Inc
73 distinct titles indexed · top 10 shown.
- 13financial advisor
- 8registered representative
- 4investment adviser representative
- 2avp, marketing and communications
- 2field supervision principal
- 2financial services professional
- 2product management associate
- 1& -
- 1()
- 1advisor consultant
- +63more titles
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