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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Levy is a financial advisor with United Capital Financial Advisors. Brian has been in the industry since 2008 and has held licenses in Pennsylvania, New Jersey, and Texas. Brian has a strong background in financial planning, investment management, and insurance. Brian has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Brian has passed the Series 6, 7, and 63 exams and holds the Certified Financial Planner designation. Brian currently works out of the Langhorne, Pennsylvania office of United Capital Financial Advisors.
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.
Sub-adviser for other investment 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.
A percentage of the total value of assets under management is charged.
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2
PA
12/02/2015 - Present
United Capital Financial Advisors (LANGHORNE PA)
PA
05/14/2010 - 12/02/2015
CENTAURUS FINANCIAL, INC. (LANGHORNE PA)
NJ
03/08/2010 - 04/19/2010
LPL FINANCIAL CORPORATION (ROBBINSVILLE NJ)
PA
06/17/2008 - 10/30/2009
METLIFE SECURITIES INC. (PLYMOUTH MEETING PA)
BC
Issued 08/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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