Best Investors Account Sign in

Michael Patrick Previti

Equity Services, Inc.

Red Bank, NJ

Claim This Profile
Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2016-09-13
  • NJ RA
    APPROVED
    Since 2016-09-13

Branch Locations

200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrated Financial Concepts Llc Red Bank NJ 08/2016 Present
Equity Services, Inc. Montpelier VT 09/2016 Present
  • 08/2016 → Present
    Integrated Financial Concepts Llc
    Red Bank, NJ
  • 09/2016 → Present
    Montpelier, VT
Previous Registrations
  • 2012-06-12 → 2016-08-26
    Msi Financial Services, Inc.
    Moorestown, NJ
    Mount Laurel, NJ
Other Businesses

*INTEGRATED FINANCIAL CONCEPTS LLC / NATIONAL LIFE INS CO - 200 SCHULZ DRIVE SUITE 125 RED BANK NJ - INV REL - INSURANCE SALES - SALES AGENT - 08/2016 TO PRESENT - DURING TRADING HRS 9/4 - THE BUSINESS IS NON-EQUITY RELATED - I AM AN AGENT BROKER FROM A NLV AGENCY * MICHALE PREVITI - 409 GLENN AVE., EGG HARBOR TOWNSHIP, NJ 08234 - ADVISOR - EMPLOYEE BENEFITS - PROVIDE EMPLOYEE BENEFIT SOLUTIONS FOR BUSINESS 40 HR DURING TRADING HRS 9/4. *TEACHER'S PENSION AND INSURANCE SERVICES. 200 SCHULZ DRIVE SUITE 125 RED BANK NJ. INV REL. SEPT 2016. RETIREMENT ADVISOR WITH TEACHER'S PENSION. AGENT. PROVIDE EDUCATIONS SEMINARS FOR TEACHERS ABOUT THEIR RETIREMENTS OPPORTUNITIES. DURING TRADE HRS. *EGG HARBOR TOWNSHIP SOCCER CLUB. 417 GLENN AVENUE, EGG HARBOR TOWNSHIP NJ. NOT INV REL. FEB 2022. PRESIDENT. OVERSEE CLUB ACTIVITIES WITH RESPECT TO GAMES AND PRACTICES. MEET WITH FELLOW BOARD MEMBERS ON MONTHLY BASIS TO ADDRESS CLUB NEEDS AND ISSUES. NOT DURING TRADE HRS. *PENSION EDUCATORS. 200 SCHULZ DRIVE SUITE 125 RED BANK NJ. INV REL. AUG 2026. ONLINE MARKETING TO EMPLOYEES OF SCHOOL. DISTRICTS TO ASSIST IN SAVING FOR RETIREMENT. AGENT. ASSIST SCHOOL DISTRICT EMPLOYEES IN SAVING AND PLANNING FOR RETIREMENT. DURING TRADE HRS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-02-07
S65 Uniform Investment Adviser Law Examination 2012-03-29
  • S63 Uniform Securities Agent State Law Examination
    2013-02-07
  • S65 Uniform Investment Adviser Law Examination
    2012-03-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Red Bank, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor