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Harvey M

Series 66

Atlanta, GA

Equity Services, inc.

Harvey Maclin is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Equity Services, Inc. since 2020. His prior experience includes roles at Aegis Capital Corp, Investacorp Advisory Services, National Life Group, LPL Financial, and Wealthspan Financial Group. Outside of his advisory duties, Maclin is involved with nonprofit organizations focused on physician support and suicide awareness and holds leadership positions in several business ventures. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers, offering a mix of long-term strategies and specialized instruments, with a business model that includes both advisory and brokerage activities.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Ebony D

Series 65, Series 63

Atlanta, GA

Equity Services, inc.

Ebony Dozier is a financial advisor at Equity Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with nine years of industry experience. Her prior roles include positions at Transamerica Financial Advisors and World Financial Group. Outside of finance, she owns a commercial cleaning company and works part-time as a flight attendant. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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