September 2021 – Page 2 – Equity Services, Inc

Operations

2021 Premiere Select Retirement Accounts: Annual Maintenance Fee Cycle

Summary National Financial Services will be charging Premiere Select Retirement accounts the annual $40.00 retirement maintenance fee on November 22nd, 2021. How can I…

Beth KnoxSeptember 14, 2021

Advisory Solutions

ESI Illuminations Platform Enhancements

ESI Illuminations is ESI’s largest advisory platform and has grown in total assets under management to a record $1.6B. To help continue this growth,…

Beth KnoxSeptember 14, 2021

Operations Technology

ESI Introduces Portfolio Quick Check Tool through Wealthscape

Available 24/7, Fidelity Portfolio Quick Check instantly gives you tailored, actionable portfolio analysis and insights—simply and seamlessly. This online, self-serve tool offers you a…

Beth KnoxSeptember 14, 2021

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Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

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