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Justin Abbott Stevens

Equitable Distributors, LLC

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About Justin Abbott Stevens

Justin Abbott Stevens is a financial professional with over 23 years of experience in the industry. Justin is currently registered with Equitable Distributors, LLC in Charlotte, North Carolina. Justin has also been registered with several other firms throughout their career, including CAPE SECURITIES INC., SUN LIFE FINANCIAL DISTRIBUTORS, INC., TRANSAMERICA CAPITAL, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, FOUNDERS ASSET MANAGEMENT LLC, and LIBERTY FUNDS DISTRIBUTOR, INC.

Firm Information

Justin Stevens is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Justin Stevens’s Registration & Firm History

NC

10/19/2010 - Present

Equitable Distributors, LLC (Charlotte NC)

GA

07/27/2010 - 10/20/2010

CAPE SECURITIES INC. (MCDONOUGH GA)

MA

07/17/2008 - 06/10/2010

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

CO

01/31/2005 - 06/27/2008

TRANSAMERICA CAPITAL, INC. (DENVER CO)

MA

12/19/2002 - 01/28/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/19/2002 - 01/28/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CO

02/22/2002 - 09/13/2002

FOUNDERS ASSET MANAGEMENT LLC (DENVER CO)

MA

09/20/2000 - 12/21/2001

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

03/10/1999 - 07/27/2000

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 06/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Abbott Stevens.
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