Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Levi is a Registered Investment Advisor representative of Lazari Capital Management, Inc., a firm based in Woodland Hills, California. Edward has been a financial professional for over 30 years and has experience in various financial services roles. Edward has a strong track record of working with high-net-worth individuals, corporations, and pension plans. Edward offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Edward holds the Series 3, 7, and 63 securities licenses and the SIE exam.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/13/2018 - Present
Lazari Capital Management, Inc. (WOODLAND HILLS CA)
CA
06/02/2015 - 02/26/2016
MUTUAL SECURITIES, INC. (BEVERLY HILLS CA)
CA
06/01/2009 - 05/07/2015
MORGAN STANLEY (BEVERLY HILLS CA)
CA
06/01/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
08/24/1989 - 06/14/2007
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
NY
02/26/1979 - 07/06/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 04/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1993
Series 3 - National Commodity Futures Examination
BC
Issued 02/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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