Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian M. Levy is a financial advisor with West Wealth Group, LLC in Irvine, California. Brian has been in the financial services industry since 2009. Brian holds the Series 66, Series 7 and SIE licenses. Brian provides financial planning, pension consulting, and portfolio management for individuals. Brian also provides educational seminars and publication of periodicals. Brian is also an Insurance Agent with BML Wealth & Insurance Services, a separate business, and has been in this role since 2004.
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.
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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CA
10/05/2021 - Present
West Wealth Group, LLC (IRVINE CA)
CA
02/25/2009 - 07/17/2017
SECURITIES AMERICA, INC. (Irvine CA)
BOTH
Issued 09/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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