Edward Bruno Degeneffe
Investment adviser representative at Esi Financial Advisors
3 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
Are you Edward Bruno Degeneffe? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
3 years in the industry.
- Equity Services, Inc.Aug 2017 to now
- National Life GroupAug 2017 to now
- MML Investors Services, LLCMar 2017 to Aug 2017
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Aug 2017
- Metlife SecuritiesAug 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (WI).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5644451
- Firm CRD
- 265