The Registered Representatives and Financial Planners team at Equity Services, Inc. (ESI) specializes in providing personalized investment and advisory services to clients. This team is responsible for developing tailored financial strategies, offering investment products, and managing client portfolios with the goal of optimizing returns while mitigating risks. By leveraging their expertise, they assist clients in navigating the complexities of today's investing environment and in achieving their long-term financial objectives.
Andrea Gellert
Registered Representative
Carey Yukich
Registered Representative
Cfp® Dawn Shannon
Rr/iar
Charles Osivwemu
Financial Planner
Danielle Helfrich
Registered Representative
Derek Meka
Financial Planner
Ed Murphy Ea
Registered Representative
Jay Goodman
Registered Representative
Jessica T. McCarthy
Registered Representative
Julian Barton
Registered Representative
Louis Janda
Registered Representative
Rich Kelly
Registered Representative
Ross Steelman
Registered Representative
Steven Simon
Registered Representative
Susie Johnson-Austin
Registered Representative
Thomas L. Dolin II
Rr/iar
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