Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Levis is a financial professional registered with Northwestern Mutual Investment Services, LLC, a firm headquartered in Milwaukee, Wisconsin. Anthony holds the Series 7TO, SIE, and Series 63 licenses and is registered in Pennsylvania. Anthony has been in the financial industry for a short period of time, starting his career in March 2023. Northwestern Mutual Investment Services, LLC is a firm with a long history of serving individuals and families with a variety of financial planning and investment services.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
PA
03/24/2023 - Present
Northwestern Mutual Investment Services, LLC (PITTSBURGH PA)
BC
Issued 06/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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