Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Levitt is a financial advisor who has been in the industry since 2011. She is currently registered with MML Investors Services, LLC and has previously worked for MSI Financial Services, INC. and New England Securities. Janet is licensed in New York and New Jersey and holds Series 7, Series 63, and SIE licenses. Janet specializes in working with individuals, businesses, corporations, pension and profit-sharing plans, trusts, foundations, endowments, and insurance companies.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
03/25/2017 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
NY
11/18/2011 - 01/02/2015
NEW ENGLAND SECURITIES (ELMSFORD NY)
NY
03/07/2011 - 10/31/2011
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
BC
Issued 03/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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