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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Levy is a financial advisor with Raymond James & Associates, Inc., with a career in the industry that began on March 28, 2017. Drew Levy is a licensed securities professional, holding Series 6, 7TO, 63 and 66 licenses. Drew Levy's specializations include a variety of financial services including financial planning and portfolio management for both individuals and businesses. Drew Levy has been with Raymond James & Associates, Inc., since September of 2023. Prior to joining Raymond James & Associates, Inc., Drew Levy worked for ALLSTATE FINANCIAL SERVICES, LLC.
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.
Please see note in schedule d - miscellaneous
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
NY
09/20/2024 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NJ
03/24/2017 - 09/05/2023
ALLSTATE FINANCIAL SERVICES, LLC (West Orange NJ)
BOTH
Issued 01/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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