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Shamveel Pasha

Equity Services, Inc.

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About Shamveel Pasha

Shamveel Pasha has been a financial professional since 1991. Shamveel is currently registered with Equity Services, Inc. as a Registered Representative. Previously, Shamveel was registered with Farmers Financial Solutions, LLC, David Lerner Associates, Inc., MML Investors Services, LLC, MetLife Securities Inc., Legend Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., Citicorp Investment Services, Allstate Financial Services, LLC, 1717 Capital Management Company, HSBC Brokerage (USA) Inc., Citicorp Investment Services, Financial Horizons Securities Corporation, Citicorp Financial Services,INC., Landmark Brokerage Services, Inc., Murphey Favre, Inc., and First Investors Corporation. Shamveel has a strong track record of success in the financial industry, and is committed to providing clients with the highest level of service.

Firm Information

Shamveel Pasha 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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Shamveel Pasha’s Registration & Firm History

NY

12/20/2023 - Present

Equity Services, Inc. (MELVILLE NY)

NY

10/14/2019 - 08/03/2021

FARMERS FINANCIAL SOLUTIONS, LLC (VALLEY STREAM NY)

NY

08/09/2017 - 07/09/2018

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

NY

06/09/2017 - 08/31/2017

MML INVESTORS SERVICES, LLC (EAST HILLS NY)

NY

05/19/2014 - 12/21/2015

METLIFE SECURITIES INC. (EAST HILLS NY)

NY

08/26/2013 - 05/12/2014

LEGEND SECURITIES, INC. (NEW YORK NY)

NY

03/18/2008 - 01/20/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

05/29/2007 - 04/03/2008

CITIGROUP GLOBAL MARKETS INC. (WANTAGH NY)

NY

12/11/2006 - 05/29/2007

CITICORP INVESTMENT SERVICES (MERRICK NY)

NY

04/11/2005 - 12/20/2006

ALLSTATE FINANCIAL SERVICES, LLC (BRENTWOOD NY)

DE

06/28/2004 - 03/30/2005

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

NY

05/27/1999 - 06/10/2004

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

NY

06/01/1992 - 05/01/1999

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NA

02/22/1993 - 10/17/1995

FINANCIAL HORIZONS SECURITIES CORPORATION

NA

09/25/1990 - 06/01/1992

CITICORP FINANCIAL SERVICES,INC.

NA

07/23/1990 - 10/17/1990

LANDMARK BROKERAGE SERVICES, INC.

CA

08/09/1988 - 07/03/1990

MURPHEY FAVRE, INC. (IRVINE CA)

NY

01/05/1988 - 01/27/1988

EQUICO SECURITIES, INC. (NEW YORK NY)

NA

02/22/1985 - 01/09/1988

FIRST INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 09/09/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/10/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/1991

Series 7 - General Securities Representative Examination

BC

Issued 01/11/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shamveel Pasha.
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