Invested Better
Unclaimed

Unclaimed

Unclaimed

Brenda Hale Slayton

Equity Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brenda? Claim Your Profile

About Brenda Hale Slayton

Brenda Slayton is a financial advisor at Equity Services, Inc. She has been in the financial services industry since 1997 and has a broad range of experience in securities and investment products. Brenda is a registered representative with FINRA and has earned the Series 6, 7, and 24 licenses. She is also a licensed insurance agent and has a strong understanding of insurance products. Brenda specializes in providing financial planning and investment advice to individuals, families, and businesses. She works with clients to develop personalized financial plans that meet their specific needs and goals. Brenda is committed to providing her clients with the highest level of service and support.

Firm Information

Brenda Slayton is currently registered with Equity Services, Inc.. Equity Services, Inc. is a Vermont-based corporation founded in 1968. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and select other advisors. Equity Services, Inc. manages over $2 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. The firm is registered with the SEC and in all 50 states.
Equity Services, Inc.

ONE NATIONAL LIFE DRIVE

MONTPELIER, VT 05604

$2.12B

Assets Under Management

204

Total Clients

615

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brenda Slayton’s Registration & Firm History

VT

03/13/2018 - Present

Equity Services, Inc. (MONTPELIER VT)

VT

06/09/1997 - 12/31/2003

SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)

Not sure if Brenda Hale Slayton is right for you?

Licenses & Designations

BC

Issued 05/14/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2018

Series 7 - General Securities Representative Examination

BC

Issued 06/07/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brenda Hale Slayton.
Not sure if Brenda Hale Slayton is right for you?