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Justin Paine

Equity Services, Inc.

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About Justin Paine

Justin Paine is a financial advisor with over 20 years of experience in the financial services industry. Justin is registered with Equity Services, Inc. and holds Series 7, 31, 63, and 65 licenses. Justin has a long history of experience in the financial services industry, including previous roles with MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Morgan Stanley DW Inc. Justin provides financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, corporations, and pension and profit-sharing plans. Justin's goal is to help clients achieve their financial goals by providing personalized advice and guidance.

Firm Information

Justin Paine is currently registered with Equity Services, Inc.. Equity Services, Inc. is a Vermont-based corporation founded in 1968. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and select other advisors. Equity Services, Inc. manages over $2 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. The firm is registered with the SEC and in all 50 states.
Equity Services, Inc.

ONE NATIONAL LIFE DRIVE

MONTPELIER, VT 05604

$2.12B

Assets Under Management

204

Total Clients

615

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Paine’s Registration & Firm History

NJ

08/11/2017 - Present

Equity Services, Inc. (RED BANK NJ)

NJ

03/25/2017 - 08/15/2017

MML INVESTORS SERVICES, LLC (ROSELAND NJ)

NJ

05/02/2003 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (ROSELAND NJ)

NJ

05/02/2003 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)

NY

08/05/2002 - 04/15/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 09/13/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/12/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 08/02/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Justin Paine. Review regulatory record here.
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