Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barnaby? Claim Your ProfileBarnaby Jason Levin has been a registered investment advisor since 2000. Barnaby has a strong background in financial services and is currently registered with Hightower Advisors, LLC. Barnaby specializes in providing a wide range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Barnaby has a strong track record of success in the industry and is committed to providing his clients with the highest level of service.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
01/07/2013 - Present
Hightower Advisors, LLC (WOODSIDE CA)
CA
06/01/2009 - 04/13/2010
MORGAN STANLEY SMITH BARNEY (MENLO PARK CA)
CA
06/06/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
NJ
01/28/1995 - 06/23/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/23/1988 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 01/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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