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Keith W
Series 63, Series 65
New Castle, PA
Equity Services, inc.
Keith Wells is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at National Life Group, Prudential Insurance Company of America, PRUCO Securities, LLC, Equitable Advisors, and Axa Advisors, LLC. He is also active as an insurance agent. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to a diverse client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party managers, offering a mix of long-term strategies and options for shorter-term trading.
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