Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Leventis is a financial advisor with over 30 years of experience in the industry, beginning his career in 1986. James is currently registered with Equitable Advisors, LLC in Plymouth, Michigan. Previously, James worked for The Equitable Life Assurance Society of the United States in New York, New York. James holds Series 63, 65, 7 and SIE licenses and is also a licensed insurance agent. James has experience providing financial advice to individuals, businesses and charitable organizations, and specializes in financial planning, pension consulting, educational seminars and portfolio management.
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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MI
09/03/2010 - Present
Equitable Advisors, LLC (PLYMOUTH MI)
NY
07/23/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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