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Leland Allen Landes

Equity Services, Inc.

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About Leland Allen Landes

Leland Landes is a financial advisor with over 35 years of experience in the industry. Leland is currently registered with Equity Services, Inc., and specializes in a variety of financial services, including financial planning, portfolio management for individuals, and pension consulting. Leland has also worked with several other firms, including Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and Mutual Benefit Financial Service Company. Leland has a strong understanding of the financial markets and a commitment to providing personalized financial advice to help individuals achieve their financial goals.

Firm Information

Leland Landes 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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Leland Landes’s Registration & Firm History

TX

06/08/2012 - Present

Equity Services, Inc. (MISSION TX)

MA

05/29/1996 - 08/10/2001

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

05/29/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MN

09/26/1994 - 06/24/1996

MIMLIC SALES CORPORATION (ST. PAUL MN)

NY

07/17/1991 - 09/29/1994

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NA

05/18/1991 - 07/18/1991

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY

MA

07/22/1985 - 05/16/1991

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

07/22/1985 - 05/16/1991

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 03/03/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/19/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leland Allen Landes.
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