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Marc A

Series 63

Staten Island, NY

Equity Services, inc.

Marc Alessandro is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds the Series 63 designation and has held positions at Prudential Insurance Company of America, PRUCO Securities, LLC, and National Life Group. Outside of his advisory work, he is involved as an agent in insurance sales through Integrated Financial Concepts. 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 operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and third-party asset management.

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

CFP®, Series 66

Staten Island, NY

Equity Services, inc.

Brian Mccarthy is a CFP® certificant with 20 years of industry experience. He currently works at Equity Services, Inc. and has held prior roles at firms including Morgan Stanley Smith Barney LLC and Guardian Life Insurance Company. Outside of his advisory work, he is co-authoring a children’s book planned for self-publication. 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 combines 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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