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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Dean Levis is an Investment Advisor Representative at Sageview Advisory Group, LLC, a firm that provides financial planning, pension consulting, and portfolio management services. Henry has been in the industry since 2018 and is registered with the state of California. He has a Series 65 license and holds a Uniform Investment Adviser Law Examination. Henry has worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans.
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.
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CA
02/17/2023 - Present
Sageview Advisory Group, LLC (Irvine CA)
IA
Issued 02/26/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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