Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conrad? Claim Your ProfileConrad Brian Levesque is a financial professional with over 15 years of experience in the financial services industry. Conrad holds licenses to offer financial and insurance products through Prosperity Capital Advisors as well as J.W. Cole Financial, Inc. and MML Investors Services, LLC. Conrad is also a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Conrad works with individuals, families, and businesses to help them achieve their financial goals. Conrad provides a wide range of financial services, including financial planning, portfolio management, and insurance. Conrad is committed to providing his clients with personalized, professional, and ethical advice.
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.
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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OH
01/10/2022 - Present
Prosperity Capital Advisors (WESTLAKE OH)
GA
10/06/2017 - 05/04/2020
J.W. COLE FINANCIAL, INC. (Marietta GA)
MA
09/18/2017 - 09/22/2017
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
BOTH
Issued 08/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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