Unclaimed
Brandon Levithan is a financial professional with over 15 years of experience in the financial services industry. Brandon has held positions at various firms, including Hornor, Townsend & Kent, Inc., G-2 Trading, LLC, Quad Capital, LLC, and First New York Securities L.L.C. Currently, Brandon is a registered representative with MML Investors Services, LLC. Brandon holds the Series 7, Series 55, and Series 66 licenses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
06/30/2022 - Present
MML Investors Services, LLC (HORSHAM PA)
PA
04/08/2014 - 01/24/2017
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
NY
06/01/2012 - 09/27/2012
G-2 TRADING,LLC (NEW YORK NY)
NY
10/05/2011 - 11/16/2011
QUAD CAPITAL, LLC (NEW YORK NY)
NY
08/11/2006 - 08/11/2011
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
BOTH
Issued 05/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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