Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Levitt is a financial advisor registered with J.P. Morgan Securities LLC. David has been in the financial services industry since 1991. David is licensed in New Jersey. Prior to joining J.P. Morgan Securities LLC, David has held positions at ALLSTATE FINANCIAL SERVICES, LLC, PRUCO SECURITIES, LLC., P.J. ROBB VARIABLE CORPORATION, THE LEADERS GROUP, INC. and other firms.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
03/25/2022 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
NJ
03/31/2020 - 01/31/2022
ALLSTATE FINANCIAL SERVICES, LLC (Point Pleasant Boro NJ)
NJ
01/23/2018 - 01/07/2020
PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)
TN
10/30/2014 - 01/16/2018
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
CO
02/05/2014 - 07/11/2014
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
01/03/2013 - 01/06/2014
PRUCO SECURITIES, LLC. (PITTSBURGH PA)
NJ
05/28/2003 - 01/03/2013
HARTFORD EQUITY SALES COMPANY INC. (ROCKAWAY NJ)
MN
06/12/2002 - 05/14/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
CO
10/13/2000 - 05/14/2002
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
04/22/1998 - 10/24/2000
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
06/23/1997 - 02/25/1998
MONY SECURITIES CORP. (NEW YORK NY)
NY
06/08/1994 - 05/30/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
12/22/1992 - 04/20/1994
MONY SECURITIES CORP. (NEW YORK NY)
NY
08/28/1989 - 03/06/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/28/1989 - 03/12/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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