Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Levy is a financial advisor with over 8 years of experience in the financial industry. Alex is registered with Cetera Investment Advisers LLC, a firm with over 6,000 employees and over $100 billion in assets under management. Alex is also registered with the states of Ohio and Texas. Alex offers a variety of financial planning services, including investment management, portfolio management, retirement planning, and college savings. Alex specializes in helping individuals and families with their financial goals. Alex is committed to providing personalized financial advice and helping clients make informed decisions about their money.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (SYLVANIA OH)
OH
06/21/2016 - 12/14/2020
AMERITAS INVESTMENT COMPANY, LLC (TOLEDO OH)
OH
07/09/2015 - 05/16/2016
FIFTH THIRD SECURITIES, INC. (WATERVILLE OH)
BOTH
Issued 08/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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