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Michael Patrick Previti

Equity Services, Inc.

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About Michael Patrick Previti

Michael Previti is a registered representative and investment advisor representative with Equity Services, Inc. Michael has been in the financial industry since 2009 and has experience working with a variety of clients, including individuals, businesses, and retirement plans. Michael is also an agent for National Life Insurance Company, providing insurance sales services in addition to financial advising.

Firm Information

Michael Previti 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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Michael Previti’s Registration & Firm History

NJ

09/13/2016 - Present

Equity Services, Inc. (RED BANK NJ)

NJ

02/11/2009 - 08/26/2016

MSI FINANCIAL SERVICES, INC. (MOORESTOWN NJ)

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Licenses & Designations

BC

Issued 02/07/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/29/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Patrick Previti. Review regulatory record here.
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