Unclaimed
Alex Levine is a financial professional with over two years of experience in the financial services industry. Alex holds Series 63, 6TO, SIE, and 7 licenses. Alex is currently registered with Payden & Rygel Distributors in Los Angeles, CA. Prior to that, Alex was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL. Alex is a licensed representative in California.
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.
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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2
CA
09/27/2018 - Present
Payden & Rygel Distributors (LOS ANGELES CA)
IL
04/18/2016 - 08/06/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
BC
Issued 04/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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