Unclaimed
Ethan Levin is a financial advisor with over 17 years of experience in the financial services industry. Ethan is currently registered with First Heartland Consultants, Inc. where he provides financial planning and investment management services to individuals, corporations, and charitable organizations. Ethan has been registered as an investment advisor representative in Arkansas since 2019. In addition to his registration in Arkansas, Ethan is also registered as an investment advisor representative in Texas.
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.
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.
1
2
AR
07/05/2022 - Present
First Heartland Consultants, Inc. (LITTLE ROCK AR)
AR
03/22/2010 - 06/23/2017
STEPHENS (LITTLE ROCK AR)
TN
01/14/2008 - 02/08/2010
FTN EQUITY CAPITAL MARKETS CORP. (NASHVILLE TN)
NY
03/29/2001 - 04/23/2004
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 06/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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