Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kalil is a financial advisor at Equity Services, Inc., with over 25 years of experience in the financial services industry. John has been registered with the Securities and Exchange Commission since 1997, and has held licenses with several firms including Hazard & Siegel, Inc., INVEST Financial Corporation, and MSI Financial Services, Inc. John provides financial planning and portfolio management services to individuals, families, businesses, and charitable organizations. John has a strong commitment to helping clients reach their financial goals.
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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VT
11/07/2022 - Present
Equity Services, Inc. (COLCHESTER VT)
NY
01/11/2017 - 11/04/2022
HAZARD & SIEGEL, INC. (SARATOGA SPRINGS NY)
NY
07/21/2016 - 11/25/2016
INVEST FINANCIAL CORPORATION (LATHAM NY)
NY
10/10/2014 - 07/26/2016
MSI FINANCIAL SERVICES, INC. (NEW HARTFORD NY)
NY
12/14/2004 - 10/03/2014
HAZARD & SIEGEL, INC. (NEW HARTFORD NY)
NC
09/23/2003 - 12/14/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
09/05/2001 - 10/06/2003
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
AZ
06/07/2000 - 09/20/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
05/03/1999 - 06/06/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/31/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NE
01/21/1997 - 03/06/1998
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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