Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cedric? Claim Your ProfileCedric Levye is a financial professional with over 6 years of experience in the industry. Cedric currently holds registrations with Western International Securities, Inc., SCF Securities, Inc., Grove Point Investments, LLC, Cadaret, Grant & CO., Inc., Next Financial Group, Inc., Sorrento Pacific Financial, LLC, Cuso Financial Services, LP, and IFP Securities, LLC. Cedric has a strong background in financial planning, portfolio management, and pension consulting. Cedric specializes in providing financial advice to individuals, businesses, and charitable organizations.
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.
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
03/01/2024 - Present
Western International Securities, Inc. (PASADENA CA)
NY
06/01/2022 - 08/12/2022
FENNEL (NEW YORK NY)
GA
04/08/2022 - 05/27/2022
COMPASS DISTRIBUTORS, LLC (Atlanta GA)
GA
04/08/2022 - 05/27/2022
FORESIDE DISTRIBUTION SERVICES, L.P. (Atlanta GA)
GA
04/08/2022 - 05/27/2022
FORESIDE FINANCIAL SERVICES, LLC (Atlanta GA)
GA
04/08/2022 - 05/27/2022
FORESIDE FUND SERVICES, LLC (Atlanta GA)
GA
04/08/2022 - 05/27/2022
FORESIDE FUNDS DISTRIBUTORS LLC (Atlanta GA)
GA
04/08/2022 - 05/27/2022
FORESIDE GLOBAL SERVICES, LLC (Atlanta GA)
GA
04/08/2022 - 05/27/2022
FUNDS DISTRIBUTOR, LLC (Atlanta GA)
GA
04/08/2022 - 05/27/2022
IMST DISTRIBUTORS, LLC (Atlanta GA)
GA
04/08/2022 - 05/27/2022
JOHCM FUNDS DISTRIBUTORS, LLC (Atlanta GA)
GA
04/08/2022 - 05/27/2022
MGI FUNDS DISTRIBUTORS, LLC (Atlanta GA)
GA
04/08/2022 - 05/27/2022
ORBIS INVESTMENTS (U.S.), LLC (Atlanta GA)
GA
04/08/2022 - 05/27/2022
QUASAR DISTRIBUTORS, LLC (Atlanta GA)
DE
12/17/2018 - 02/02/2022
GROWTH CAPITAL SERVICES, INC. (CLAYMONT DE)
CA
09/19/2019 - 12/20/2019
ALTRUIST FINANCIAL LLC (Venice CA)
FL
10/02/2018 - 12/20/2018
PEAK BROKERAGE SERVICES, LLC (JUPITER FL)
CA
12/22/2014 - 09/07/2016
NATIONAL PLANNING CORPORATION (El Segundo CA)
CA
05/13/2014 - 12/23/2014
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
BC
Issued 04/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 09/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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