About Us

For over 40 years John has been in the financial services industry working to provide security and a strong future for his clients and their families. He is a member of the Financial Planning Association.  John has completed the CERTIFIED FINANCIAL PLANNERTM requirements and has received his Chartered Life Underwriter and Chartered Financial Consultant designations.  In addition, he completed the Chartered Advisor for Senior Living, and obtained his Master of Science in Financial Services degree.  He holds insurance licenses in the areas of life, health, disability and long term care.  Additionally, he holds FINRA Series 6, 7, 22 and 63 securities registrations.  John is currently a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  His practice involves estate and retirement planning strategies, investment planning strategies, and asset management programs. 

 

 

 

CASL® and Chartered Advisor for Senior Living® are trademarks owned by The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck