Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Levenson is a registered representative with Eagle Strategies LLC. Andrew has been in the financial services industry since 1982, holds Series 6, 7, 24, 26, 51, and 63 licenses. Andrew also has a Series 66 license which allows him to offer investment advice in multiple states. Andrew has worked at several firms including Park Avenue Securities LLC, Hornor, Townsend & Kent, LLC, and NYLIFE Securities LLC.
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.
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
MA
05/22/2024 - Present
Eagle Strategies LLC (WALTHAM MA)
MA
07/17/2020 - 02/29/2024
PARK AVENUE SECURITIES LLC (MIDDLETON MA)
MA
04/29/2019 - 06/03/2020
HORNOR, TOWNSEND & KENT, LLC (WALTHAM MA)
MA
07/24/2007 - 04/18/2019
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
10/12/1982 - 06/26/2007
FIRST INVESTORS CORPORATION (WALTHAM MA)
BOTH
Issued 12/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/4/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/6/1983
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/2/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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