linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Javier Marcos Levy

Valley Financial Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Javier? Claim Your Profile

About Javier Marcos Levy

Javier Marcos Levy is an investment advisor representative with Valley Financial Management, Inc. Javier Marcos Levy has been active in the securities industry since 2009. Javier Marcos Levy is licensed in Florida, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Illinois, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, Virginia, and Washington. Javier Marcos Levy is also registered with the Financial Industry Regulatory Authority (FINRA). Javier Marcos Levy's registration with FINRA is currently active. Javier Marcos Levy specializes in providing portfolio management for individuals.

Firm Information

Javier Levy is currently registered with Valley Financial Management, Inc.. Valley Financial Management, Inc. is a corporation headquartered in NEW YORK, NY, United States. They offer portfolio management services to individuals and high-net-worth individuals. The firm has been registered with the SEC since 2000. Their website addresses are: https://www.linkedin.com/company/valleybank, https://twitter.com/ValleyBank, https://www.facebook.com/ValleyBank/, and https://valley.com/. They have 55 registered representatives and 28 investment adviser representatives. Valley Financial Management, Inc. is also a participant in wrap fee programs.
Valley Financial Management, Inc.

350 MADISON AVE.

NEW YORK, NY 10017

$55,000

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Javier Levy’s Registration & Firm History

FL

04/20/2022 - Present

Valley Financial Management, Inc. (AVENTURA FL)

FL

02/01/2010 - 06/17/2010

HAPOALIM SECURITIES USA, INC. (AVENTURA FL)

NY

09/25/2008 - 12/31/2008

HAPOALIM SECURITIES USA, INC. (NEW YORK NY)

Not sure if Javier Marcos Levy is right for you?

Licenses & Designations

IA

Issued 04/07/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/08/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Javier Marcos Levy.
Not sure if Javier Marcos Levy is right for you?