Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Levengood is a financial advisor with over 30 years of experience in the industry. He is currently registered with Good Life Advisors, LLC and has held previous positions with Raymond James Financial Services, Inc., Wachovia Securities, LLC, M&T Securities, Inc., Janney Montgomery Scott LLC, Penn Securities, Inc., First Clearing Corporation, Meridian Securities, Inc., and Corestates Securities Corp. Gene is a Series 65, 63, 10, 9, 4, 24, 53, 8, 52TO, and SIE licensed professional. Gene is a Registered Investment Advisor, providing investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. He provides financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Planning subscription fee
1
2
PA
07/26/2017 - Present
Good Life Advisors, LLC (READING PA)
PA
06/20/2008 - 12/08/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (READING PA)
PA
08/31/2007 - 06/06/2008
WACHOVIA SECURITIES, LLC (POTTSTOWN PA)
PA
09/08/2004 - 09/05/2007
M&T SECURITIES, INC. (SHILLINGTON PA)
PA
03/16/2001 - 09/08/2004
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
10/05/1998 - 03/15/2001
PENN SECURITIES, INC. (WYOMISSING PA)
MO
07/16/1996 - 04/23/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NA
11/01/1988 - 10/21/1996
MERIDIAN SECURITIES, INC.
NA
05/30/1986 - 03/18/1987
CORESTATES SECURITIES CORP
IA
Issued 11/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/21/1996
Series 4 - Registered Options Principal Examination
BC
Issued 11/30/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/11/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/04/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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