Unclaimed Profile

Rebecca Nassar Dunne

EQUITY SERVICES, INC.·MONTPELIER, Vermont

SIE, Series 6, Series 7, Series 24, Series 26, Series 66Clean record23 years registeredEQUITY SERVICES, INC.

ONE NATIONAL LIFE DRIVE, MONTPELIER, VT 05604CRD# 3236752Firm CRD# 265

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebecca Nassar Dunne · MONTPELIER, VT

Registration

CRD #3236752 · EQUITY SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

ESI FINANCIAL ADVISORS

Jul 2016 – present

HORNOR, TOWNSEND & KENT, INC.

Mar 2010 – Feb 2016

EDISON, NJ

AST INVESTMENT SERVICES, INC.

Mar 2006 – Dec 2009

SHELTON, CT

PRUDENTIAL FINANCIAL PLANNING SERVICES

Feb 2003 – Jan 2005

NEWARK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 66

Registration record

First registered · February 27, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EQUITY SERVICES, INC.

CRD 265 · SEC 801-41722

AUM

$2.1B

Regulatory assets under management

Employees

450

11,558 client accounts

Services offered by EQUITY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EQUITY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Rebecca Nassar Dunne offer?

Rebecca Nassar Dunne specializes in Financial Planning, Investment Management. Contact their office in MONTPELIER, Vermont for a consultation.

What are Rebecca Nassar Dunne's credentials?

Rebecca Nassar Dunne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebecca Nassar Dunne located?

Rebecca Nassar Dunne is based in MONTPELIER, Vermont, working with EQUITY SERVICES, INC.. Their office serves clients in the MONTPELIER metropolitan area and surrounding communities.

How does Rebecca Nassar Dunne charge for services?

Rebecca Nassar Dunne's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EQUITY SERVICES, INC.?

EQUITY SERVICES, INC. has approximately 450 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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