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 (www.FINRA.org)/SIPC (www.SIPC.org), 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. 

TC66814(0915)

Insurance

Investment Management

Equity Services, Inc.

Ata Azarshahi

Gregory Teese

John Keenan Clu, Chfc, ®

Eric Kucinskas

Robert Franklin

Heather Ainsworth

The Operations Team at Equity Services, Inc. is responsible for ensuring the smooth execution and administration of investment transactions and processes. This includes handling brokerage operations, maintaining security protocols, and overseeing the integrity of securities operations. The team plays a critical role in managing the operational aspects that support the firm's sophisticated planning and investing strategies, ensuring adherence to compliance and regulatory standards.

Operations Team

Registered Representatives and Financial Planners

Compliance and Risk Management

Leadership Team

Operations Team

About

Team members

Other teams at Equity Services, Inc.

Registered Representatives and Financial Planners

Compliance and Risk Management

Leadership Team