Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Esther? Claim Your ProfileEsther Bernadette Latham is a registered investment advisor representative with Equity Services, Inc. She is based in DOUGLASVILLE, GA, and has been in the industry since 2007. Esther has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations and individuals other than high-net-worth individuals. In addition to working with Equity Services, Inc., Esther is also an insurance agent. She is a licensed insurance agent and has worked with Allstate Insurance Co and Prudential Insurance Company of America. She holds Series 6, 7, 63 and 65 licenses. Esther also holds a Securities Industry Essentials (SIE) license.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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GA
12/08/2023 - Present
Equity Services, Inc. (DOUGLASVILLE GA)
FL
04/17/2021 - 01/07/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
GA
01/28/2016 - 03/25/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARIETTA GA)
GA
03/19/2015 - 01/25/2016
PRUCO SECURITIES, LLC. (ATLANTA GA)
GA
04/20/2012 - 03/20/2015
ALLSTATE FINANCIAL SERVICES, LLC (DOUGLASVILLE GA)
GA
05/18/2006 - 04/09/2012
METLIFE SECURITIES INC. (ATLANTA GA)
GA
05/18/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ATLANTA GA)
IL
07/06/2005 - 01/10/2006
CHASE INVESTMENT SERVICES CORP. (BOLINGBROOK IL)
IL
04/14/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
01/07/2005 - 02/14/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/07/2005 - 02/14/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
KS
09/09/2004 - 11/08/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 10/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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