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Wayne John Debello

Equity Services, Inc.

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About Wayne John Debello

Wayne Debello is a registered representative with Equity Services, Inc. Wayne has been in the industry since 1985. Wayne has been registered with 7 different firms over the years. Wayne is currently registered in 13 states. In addition to Wayne's registration with Equity Services, Inc., Wayne is also registered as an Investment Advisor Representative in New York. Wayne specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management for individuals. Wayne has worked with a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

Firm Information

Wayne Debello 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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Wayne Debello’s Registration & Firm History

NY

06/22/2021 - Present

Equity Services, Inc. (CARMEL NY)

NY

11/21/2014 - 03/07/2017

PROEQUITIES, INC. (CARMEL NY)

NY

09/09/2003 - 11/17/2014

PRINCOR FINANCIAL SERVICES CORPORATION (Carmel NY)

IA

05/01/2008 - 09/24/2008

PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)

OH

07/10/2001 - 08/21/2003

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

NY

11/17/1997 - 05/07/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

PA

09/03/1985 - 01/08/1998

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

NA

09/25/1984 - 07/25/1985

E. F. HUTTON & COMPANY INC

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Licenses & Designations

BC

Issued 10/01/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wayne John Debello.
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