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Jarred A Muraco

Equity Services, Inc.

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About Jarred A Muraco

Jarred Muraco is a financial professional with over 13 years of experience in the industry. Jarred is currently registered with Equity Services, Inc. and holds a Series 6, 7, 63, and SIE licenses. Jarred has previously held positions at several other firms including Nationwide Securities, LLC, Ameriprise Financial Services, Inc., MML Investors Services, LLC, Lincoln Financial Advisors Corporation, and MetLife Securities Inc. Jarred specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.

Firm Information

Jarred Muraco 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Jarred Muraco’s Registration & Firm History

NY

01/16/2019 - Present

Equity Services, Inc. (HAUPPAUGE NY)

NY

07/16/2015 - 12/31/2016

NATIONWIDE SECURITIES, LLC (HUNTINGTON STATION NY)

NY

01/20/2015 - 05/13/2015

AMERIPRISE FINANCIAL SERVICES, INC. (Melville NY)

NY

11/22/2013 - 05/16/2014

MML INVESTORS SERVICES, LLC (MELVILLE NY)

NY

11/18/2011 - 11/25/2013

LINCOLN FINANCIAL ADVISORS CORPORATION (SYOSSET NY)

NY

07/31/2007 - 11/30/2011

METLIFE SECURITIES INC. (HAUPPAUGE NY)

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Licenses & Designations

BC

Issued 09/04/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2008

Series 7 - General Securities Representative Examination

BC

Issued 07/30/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jarred A Muraco.
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