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Tira Lee Clement

Equity Services, Inc.

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About Tira Lee Clement

Tira Clement is an investment advisor representative registered with Equity Services, Inc. and has been in the financial industry since 2015. Tira has an extensive background in the financial services industry, having worked with various firms, including Midwestern Securities Trading Company, LLC and MWA Financial Services Inc. Tira is a Series 6, 7TO, 26, 63, and 65 licensed professional and currently works with clients in Indiana and Illinois. Tira is also an insurance agent for National Life of Vermont. Tira is a licensed agent with National Life of Vermont and also provides financial planning and advisory services for businesses and individuals. Tira is currently working with clients in Indiana and Illinois. Tira is also a board member for River Church of Morocco and North Newton Life Academy.

Firm Information

Tira Clement 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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Tira Clement’s Registration & Firm History

IN

10/09/2023 - Present

Equity Services, Inc. (CROWN POINT IN)

IN

12/01/2020 - 09/15/2023

MIDWESTERN SECURITIES TRADING COMPANY, LLC (ST JOHN IN)

IL

10/03/2013 - 08/07/2019

MWA FINANCIAL SERVICES INC. (Bourbonnais IL)

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Licenses & Designations

IA

Issued 05/24/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tira Lee Clement.
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