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Jeffrey Scott Levy

THE Leaders Group, Inc.

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About Jeffrey Scott Levy

Jeffrey Scott Levy is a financial advisor with The Leaders Group, Inc., based in Littleton, Colorado. Jeffrey has been in the financial industry since 1992 and is licensed to conduct business in several states. Jeffrey holds Series 6, 26 and 63 licenses, and has been registered with The Leaders Group, Inc. since 2014. Previously, Jeffrey was registered with Wall Street Financial Group, Inc., NFP Securities, Inc., and Phoenix Equity Planning Corporation.

Firm Information

Jeffrey Levy is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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.

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Jeffrey Levy’s Registration & Firm History

CO

06/05/2014 - Present

THE Leaders Group, Inc. (LITTLETON CO)

MD

12/01/2011 - 06/17/2014

WALL STREET FINANCIAL GROUP, INC. (GYNDON MD)

MD

12/06/2005 - 11/21/2011

NFP SECURITIES, INC. (GLYNDON MD)

CO

01/07/2005 - 12/07/2005

THE LEADERS GROUP, INC. (LITTLETON CO)

CT

03/27/2003 - 12/13/2004

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

CT

11/29/1993 - 01/22/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

CT

05/05/1992 - 11/29/1993

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

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Licenses & Designations

BC

Issued 05/04/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Scott Levy.
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