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Michael C

Series 63, Series 66

New York, NY

Equity Services, inc.

Michael Chiarella is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including National Life and Rim Securities LLC. Chiarella is also an insurance agent with National Life Group. 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 using a combination of long-term strategies and specialized instruments, with a service model that includes both discretionary and non-discretionary management.

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

Series 63

New York, NY

Equity Services, inc.

Roger Soo is a financial advisor at Equity Services, Inc. with 31 years of industry experience. He holds the Series 63 designation and has been associated with Equity Services, Inc. since 1995. Outside of advising, he is a partner in a children's clothing boutique. 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 a range of advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

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

Series 66

New York, NY

Equity Services, inc.

James Kabakow is a Series 66 designated financial advisor at Equity Services, Inc. with one year of industry experience. He previously worked at National Life Group and has been involved with Bin 113 LLC, a marketing services firm, where he serves as managing partner. Outside of advisory roles, he is active as an insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that blend long-term strategies with options for shorter-term trading, and utilizes both discretionary and non-discretionary management approaches.

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

Series 63, Series 65

New York, NY

Equity Services, inc.

Peter Lichtenberg is a financial advisor with Equity Services, Inc. in New York, NY, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. He is also a partner at The Objective Room, a networking and marketing business. Equity Services, Inc. provides financial planning, consulting, and asset management 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 it operates both as a broker-dealer and an SEC-registered investment adviser.

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

Series 63

New York, NY

Equity Services, inc.

Jack Somer is a financial advisor with Equity Services, Inc. in New York, NY, holding a Series 63 designation and over 33 years of industry experience. He has worked at Guardian Life from 1993 to 2019 and has been with Equity Services, Inc. and National Life Insurance Company since 2019. Outside of advisory work, he is involved in insurance sales, specializing in long-term care, group and individual health benefits, fixed annuities, and life insurance products. Equity Services, Inc., doing business 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, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

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

Series 63

New York, NY

Equity Services, inc.

Chialin Cacanindin is a financial advisor at Equity Services, Inc. with 29 years of industry experience and holds a Series 63 designation. She has been with Equity Services since 2014 and also works as a sales agent with National Life Insurance Company since 2013. 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, often utilizing third-party asset managers and model portfolios, and serves both discretionary and non-discretionary client programs.

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

Series 63

New York, NY

Equity Services, inc.

Vincent Colatriano is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds a Series 63 designation and previously worked at firms including Ameritas Advisory Services, Ameritas Investment Corp, and The Prudential Insurance Company of America. Outside of financial advising, he works as an Uber driver. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading.

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

Series 63, Series 65

New York, NY

Equity Services, inc.

Shana Dimarco is a financial advisor at Equity Services, Inc. with four years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at National Life Group, NYLIFE Securities LLC, New York Life Insurance Company, and Nexstar Media Group. Outside of her advisory role, she is active as an independent contractor for Uber Eats. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a range of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

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

Series 63, Series 65

New York, NY

Equity Services, inc.

Douglas Pi is a financial advisor at Equity Services, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including WealthBridge Financial and Ameritas Investment Corp. Outside of his advisory role, he is also an insurance agent affiliated with National Life Insurance Company. 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 utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

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

Series 63

New York, NY

Equity Services, inc.

James Feldesman is a financial advisor with Equity Services, Inc. in New York, NY, holding a Series 63 designation and bringing 34 years of industry experience. His prior roles include positions at National Life Group, Cetera Investment Advisers, LLC, and National Planning Corporation. Equity Services, Inc., also known 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, frequently utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

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

Series 63

New York, NY

Equity Services, inc.

Gary Javier is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 28 years of industry experience, including prior roles at National Life Group and MML Investors Services. Outside of his advisory work, he serves as CFO and Treasurer for Seniors Community Services, Inc. and is a member and educator with the Association of Financial Educators. Equity Services, Inc., doing business 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 and utilizes a variety of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

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

Series 63

New York, NY

Equity Services, inc.

Frank Savelli is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at Equity Services since 2002. Savelli has held roles with multiple firms, including National Life of Vermont and Penn Mutual Insurance Company, spanning over three decades. He also engages in educational activities, speaking with medical residents on basic financial services. 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 and uses a variety of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

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

Series 66, Series 63

New York, NY

Equity Services, inc.

Albert Binman is a financial advisor at Equity Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Ameritas Advisory Services, National Life Group, Bank of America, Merrill, and JP Morgan Securities. Outside of his advisory work, he is a partner in Facefashions LLC, an e-commerce business selling eyewear. 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, often utilizing third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.

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

ChFC®, Series 63, Series 66

New York, NY

Equity Services, inc.

Richard Donado is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in New York, NY, holding the ChFC® designation and Series 63 and 66 licenses. He has 26 years of industry experience with prior roles at MassMutual Investors Services and MassMutual Life Insurance Co. In addition to his advisory work, Donado serves as CEO and General Agent of Wealthbridge Financial Group and is a co-owner of InsureTech Brokerage LLC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios with a mix of long-term and some short-term strategies.

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

Series 63

New York, NY

Equity Services, inc.

Anthony Nappi Jr. is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 34 years of industry experience. He has been with Equity Services and National Life Group since 2010. Outside of his advisory work, he serves on the board of directors for Tucci Limited, a baseball bat company supplying bats to Major League Baseball players, focusing on business development and strategic alliances. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms and frequently utilizing 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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Orlando O

Series 63, Series 65

New York, NY

Equity Services, inc.

Orlando Orengo is a financial advisor with Equity Services, Inc. in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at National Life Group, LPL Enterprise, Prudential Insurance, and New York Life Insurance. Equity Services, Inc., also known 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, frequently using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

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

Series 66

New York, NY

Equity Services, inc.

Mark Pollock is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms including National Life Group, Park Avenue Securities, Guardian Life Insurance Company, Forest Hills Financial Group, and New York Life Insurance Company. In addition to his advisory role, he is involved in the life, health, and fixed annuity insurance business as an agent with WealthBridge Financial Group. 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, utilizing a variety of advisory platforms and third-party asset managers.

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