Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Falzone is an Investment Advisor Representative with Equity Services, Inc. located in Hauppauge, New York. Jack has been in the financial services industry for over 2 years. Jack is licensed to provide financial advice in Delaware, New York, and Virginia. Jack holds the Series 63, Series 65, and Series 6TO licenses. Jack also holds the SIE exam certification. Jack is a financial advisor with a focus on retirement planning, financial planning, investment advice, and fixed insurance products. Prior to joining Equity Services, Inc., Jack was with J.P. Morgan Securities LLC for two years in Dix Hills, New York.
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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2
NY
06/15/2022 - Present
Equity Services, Inc. (HAUPPAUGE NY)
NY
02/06/2020 - 03/05/2022
J.P. MORGAN SECURITIES LLC (DIX HILLS NY)
IA
Issued 06/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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