Mallorie Manosh – Page 2 – Equity Services, Inc

Firm Update

You Are Invited: Join ESI Leadership for Our 2025 Kick Off Call!

Join us to celebrate ESI's 2024 success and hear what we'll be bringing to you in 2025! Date: Monday February 3rd Time: 1:00pm EST…

Mallorie ManoshJanuary 29, 2025

Advisory Solutions

Expand Your Reach and Grow Your Social Media Network

Kickstart 2025 by maximizing your social media strategy and positioning yourself for success! We’ve partnered with Hearsay Social to bring you an exclusive webinar…

Mallorie ManoshJanuary 21, 2025

Firm Update Operations

Reminder: Bond Mark-up and Mark-Down Schedule Changes Coming on 2/3

Reminder: Bond Mark-up and Mark-Down Schedule Changes Coming on 2/3 We are pleased to announce the introduction of a new schedule for calculating the…

Mallorie ManoshJanuary 21, 2025

Incentives

Announcing ESI’s Circle of Excellence

Circle of Excellence members represent our Top 25 ESI representatives for total production in 2024. Steve Simon* Patrick Stephens* Robert McIntosh* Charles Creighton* Michael…

Mallorie ManoshJanuary 15, 2025

Incentives

Congratulations to our 2024 Elite Symposium Qualifiers!

ESI is thrilled to unveil our EES Qualifiers. With more qualifiers than ever, four of which exceeded 1 million in total production and 18…

Mallorie ManoshJanuary 14, 2025

Advisory Solutions

Your Monthly Practice Playbook

ESI is committed to your success, and we've just launched a new resource in 2025 you shouldn't miss. The Practice Playbook: Your monthly Game…

Mallorie ManoshJanuary 14, 2025

Advisory Solutions Best Practices Training

ESI Investment Camp Returns In 2025

Investment Camp returns in 2025, marking not just a commitment to professional development but a transformative journey for your practice. This 8-week virtual series…

Mallorie ManoshJanuary 9, 2025

Best Practices Compliance & Licensing Firm Update

Reminder: Streamlined Blotter Process Now Effective

On Monday, January 6th, 2025, changes were implemented to the Blotter process which help to streamline requirements and reporting. Each Field OSJ and Detached…

Mallorie ManoshJanuary 8, 2025

Advisory Solutions

Update to Financial Qualifications for Options Trading

As part of our ongoing administration of the firm's Options Trading program, we routinely review policies and procedures, including financial qualifications for customers applying…

Mallorie ManoshJanuary 8, 2025

Advisory Solutions

Important Year End Dates & Reminders

With the end of the year quickly approaching, please make note of the following important deadlines for business processing. December 15th, 2024: Roth IRA…

Mallorie ManoshDecember 10, 2024