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William Joseph Blanco

Equity Services, Inc.

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About William Joseph Blanco

William Joseph Blanco is an Investment Advisor Representative with Equity Services, Inc. William is based in RED BANK, NJ and has been in the securities industry for over 30 years. William is registered with the state of New Jersey and New York. William also holds several industry certifications including Series 7, Series 3, Series 63, and Series 66. William provides investment advisory services to individuals and institutions.

Firm Information

William Blanco 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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William Blanco’s Registration & Firm History

NJ

06/22/2021 - Present

Equity Services, Inc. (RED BANK NJ)

NY

04/11/2008 - 07/22/2009

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NJ

01/25/2006 - 04/04/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERSEY CITY NJ)

NY

03/22/2005 - 11/01/2005

GARBAN LLC (NEW YORK NY)

IL

03/19/2004 - 03/11/2005

GOLDENBERG, HEHMEYER & CO. (CHICAGO IL)

NY

03/20/2000 - 01/12/2004

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NY

03/04/1996 - 03/21/2000

FUJI SECURITIES INC. (NEW YORK NY)

NY

05/17/1994 - 10/11/1995

THE NIKKO SECURITIES CO. INTERNATIONAL, INC. (NEW YORK NY)

NY

08/23/1989 - 03/28/1994

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NA

07/25/1987 - 05/09/1989

LLOYDS GOVERNMENT SECURITIES CORPORATION

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Licenses & Designations

BOTH

Issued 04/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2001

Series 3 - National Commodity Futures Examination

BC

Issued 09/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Joseph Blanco.
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