Maria
Conlon
Equity Services, Inc
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About this Advisor
Maria Conlon is a financial advisor based in Warwick, Rhode Island, working with Equity Services, Inc. Maria has previously held positions at Metropolitan Life Insurance Co, Metlife Securities, Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Equity Services, Inc, and National Life Group. Maria has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Rhode Island. Currently, Maria is part of Equity Services, Inc, which operates out of Warwick, Rhode Island. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Maria Conlon Work History
Equity Services, Inc
National Life Group
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metropolitan Life Insurance Co
Metlife Securities, Inc
Disclosures
Please visit the SEC profile of Maria Conlon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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