Mallorie Manosh – Page 5 – Equity Services, Inc

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

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

Advisory Solutions

Enhancing the Value of Financial Planning Webinar

Please join us for our upcoming eMoney webinar on Monday December 16, 2024 at 11-12pm ET The Enhancing the Value of Financial Planning series…

Mallorie ManoshDecember 10, 2024

Advisory Solutions

Missed The Launch of AcquireUp This Week?

You’re in luck because we are offering one final webinar on Thursday December 5th. Join ESI and AcquireUp on December 5, 2024 at 1:30 PM…

Mallorie ManoshNovember 19, 2024

Advisory Solutions

Join Our Webinar: Expanding Your Reach – Growing Your Network

Expand Your Reach and Grow Your Social Media Network Are you looking to grow your social network and engage with clients and prospects on…

Mallorie ManoshNovember 19, 2024

Best Practices Prospecting & Marketing Technology

Seminar Success Starts Here: AcquireUp Now Available for ESI Reps and Advisors

A premier event marketing platform approved and available for your practice! As an ESI Rep or Advisor, you may be familiar with…

Mallorie ManoshNovember 7, 2024