Our Qualifications


Edward M. Degeneffe - CASL, LUTCF

      Financial Advisor
      Investment Adviser Representative, Equity Services, Inc.
      Chartered Advisor for Senior Living - CASL
      Life Underwriter Training Council Fellowship - LUTCF

            Licenses & Registrations Held

  •   Series 63, 65, 6, 7, 24 & 26 registered
  •   Life
  •   Accident & Health
     

Tyler E. Degeneffe - CFP®, ChFC

      Financial Advisor
      Investment Adviser Representative, Equity Services, Inc.
      Certified Financial Planner™ - CFP®
      Chartered Financial Consultant - ChFC

CFP® and Certified Financial PlannerTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

            Licenses & Registrations Held

  •   Series 66 & 7 registrations
  •   Life
  •   Accident & Health
     

Edward B. Degeneffe

      Financial Advisor
      Investment Adviser Representative, Equity Services, Inc.
      Financial Services Representative

          Licenses & Registrations Held

  • Series 63, 65, 6 & 7 Registrations
  • Life
  • Accident & Health