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James Jeffrey Mcateer

Equity Services, Inc.

Red Bank, NJ

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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-03-13
  • NJ RA
    APPROVED
    Since 2018-03-13

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metropolitan Life Insurance Company Piscataway NJ 02/1998 03/2018
Metlife Securities Inc. Piscataway NJ 02/1998 03/2018
Mml Investors Services, Llc Iselin NJ 03/2017 03/2018
Integrated Financial Concepts Llc / National Life Ins Co Red Bank NJ 03/2018 Present
Equity Services, Inc. Montpelier VT 03/2018 Present
  • 02/1998 → 03/2018
    Metropolitan Life Insurance Company
    Piscataway, NJ
  • 02/1998 → 03/2018
    Metlife Securities Inc.
    Piscataway, NJ
  • 03/2017 → 03/2018
    Iselin, NJ
  • 03/2018 → Present
    Integrated Financial Concepts Llc / National Life Ins Co
    Red Bank, NJ
  • 03/2018 → Present
    Montpelier, VT
Previous Registrations
  • 2017-03-25 → 2018-03-15
    Iselin, NJ
  • 2010-03-26 → 2017-03-25
    Msi Financial Services, Inc.
    Piscataway, NJ
    Piscataway, 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 - INV REL - 03/2018 TO PRESENT - 160 HRS DURING TRADING HRS 9/4 - I AM AN AGENT BROKER FROM A NLV AGENCY. *JAMES J. MCATEER. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. NOV 2018. MARKETING AND SALE OF SPIAS AND FIXED ANNUITIES. AGENT. SALES/MARKETING. DURING TRADE HRS. *JAMES MCATEER. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. FEB 2020. DISABILITY INCOME INS TRHOUGH METRO DI. AGENT. WRITING AND SERVICING DISABILITY POLICIES. DURING TRADE HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-18
S63 Uniform Securities Agent State Law Examination 1998-04-02
  • S65 Uniform Investment Adviser Law Examination
    2010-03-18
  • S63 Uniform Securities Agent State Law Examination
    1998-04-02
Other Names
  • Jeff Mcateer

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