Mariner Financial Group Services
Name of Service
W.M. Nzambi is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 9335 Harris Corners Parkway, Suite, 175 Charlotte, NC 28269, (704)343-3011.
Mariner Financial Group is independent of Equity Services, Inc.
I am licensed to sell securities in PA, WV, SC, GA, FL, and CA and insurance in: PA, VA and FL. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct business.
CFP® and CERTIFIED FINANCIAL PLANNER(TM) 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.
Investments*
Portfolio Managemtent
Socially Responsible Investments
Mutual Funds
Exchange Traded Funds
Stocks
Bonds
Annuities
Brokerage
Protection
Life Insurance
Disability
Long Term Care
Health Insurance
Personal Planning
IRA Rollovers
Retirement Income
Education Funding
Estate Transfer
Business Planning
Business Succession Planning
Buy/Sell Agreements
Business Valuation
Executive Benefits
Employee Benefits
Retirement Plans
Coordination Services
Successful planning often involves the coordinated work of your most trusted advisors. Because we believe that this coordination is vital in achieving your goals, we frequently work with our clients' attorneys, accountants, and core consultants to ensure that our clients' objectives are met.
TC63997(0811)
