Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Demetrius? Claim Your ProfileDemetrius Levantini is a financial advisor with Wells Fargo Clearing Services, LLC based in Naples, Florida. Demetrius has been working in the financial industry since March 15, 2003. Demetrius has been registered with Wells Fargo Clearing Services, LLC since January 23, 2024. Demetrius has experience with TD Ameritrade, Inc., LPL Financial LLC, H&R Block Financial Advisors, Inc., and UBS Financial Services Inc. Demetrius is registered in Florida, Georgia, Michigan, Minnesota, Missouri, Virginia, and Wisconsin. Demetrius offers financial planning and investment management services for individuals and businesses. Demetrius is also a Registered Representative and Investment Advisor Representative.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/23/2024 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
FL
03/29/2021 - 01/31/2024
LPL FINANCIAL LLC (NAPLES FL)
FL
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (FT. MYERS FL)
FL
01/04/2016 - 02/26/2018
SCOTTRADE, INC. (FT. MYERS FL)
FL
11/07/2007 - 01/04/2016
TD AMERITRADE, INC. (NAPLES FL)
FL
11/03/2006 - 10/19/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (FORT MYERS FL)
FL
05/18/2004 - 11/21/2006
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
MO
12/12/2002 - 05/19/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 06/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Demetrius Levantini is the right advisor for you? Invested Better is here to help.
