Our Qualifications
William A. Maloney, CLU, ChFC, CASL
Registered Representative of Equity Services, Inc.
Education
University of Maine at Orono
Earned the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College
Career Experience
Life Underwriter since 1975
Registered Representative, Equity Services, Inc.
Life and Qualifying member of the Million Dollar Round Table*
Life and Qualifing member of National Life's President Club*
Recipient of National Life Summit Award*
Past member of National Life's Agents Advisory Committee
Professional Specialties
Life Insurance
Trust and Estate Planning Strategies
Retirement Plans
Investments**
Fringe Benefits
Disability Insurance
Long Term Care (LTC) Insurance
Business Continuation Planning
Memberships
Small Business Council of America
Greater Providence Chamber of Commerce
East Greenwich Chamber of Commerce
R I Life Underwriters Association (RILUA)
*Memberships and Award are based upon sales criteria.
**William Maloney is a Registered Representative of Equity Services, Inc. and offers securities in RI, MA, VT, NY, NJ, NC, and FL. He is also insurance-licensed in MA and RI.
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, One National Life Drive, Montpelier, VT 05604
(802) 229-3900 Maloney Associates is independent of Equity Services, Inc.
These materials are not an offer to sell or solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
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