Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles E. Levinus is an investment advisor representative with over 7 years of experience in the financial services industry. Charles E. Levinus currently works for USAA Investment Services Co. and is registered in 53 states. Charles E. Levinus previously worked for USAA FINANCIAL ADVISORS, INC. and has passed the Series 7, Series 63, Series 65, and SIE exams.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
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2
FL
04/16/2021 - Present
Usaa Investment Services Co. (TAMPA FL)
FL
07/05/2013 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
IA
Issued 09/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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