Steven Charles Foerschl

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1974 → 03/2017
  Metlife Securities Inc.
  Iselin, NJ
• 07/2016 → 08/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 08/2017
  Mml Investors Services, Llc
  Iselin, NJ
• 08/2017 → Present
  Equity Services, Inc.
  Montpelier, VT
• 08/2017 → Present
  Integrated Financial Concepts Llc/National Life Ins Co
  Red Bank, NJ

Previous Registrations

• 2017-03-25 → 2017-08-09
  Mml Investors Services, Llc
  Iselin, NJ
• 2013-11-25 → 2017-03-25
  Msi Financial Services, Inc.
  Short Hills, NJ
  Iselin, NJ
  Iselin, NJ
  Iselin, NJ

Other Businesses

INTEGRATED FINANCIAL CONCEPTS, LLC/ NATIONAL LIFE INS. CO - 200 SCHULZ DRIVE, SUITE 125 RED BANK NJ - INSURANCE SALES - SALES AGENT - 08/2017 TO PRESENT - 160 HRS DURING TRADING HRS 9/4 - I AM A BROKER AGENT FROM AN NLV AGENCY - THE BUSINESS IS NON-EQUITY RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-08-24

Designations

• Chartered Financial Consultant