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Joanna Levy

Solomon Partners Securities, LLC

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About Joanna Levy

Joanna Levy is an investment banking representative who is registered with Solomon Partners Securities, LLC. Joanna has passed the Securities Industry Essentials Examination (SIE) and the Investment Banking Registered Representative Examination (Series 79). Joanna joined Solomon Partners Securities, LLC on 8/21/2024 and has been in the industry since 2024-08-20.

Firm Information

Joanna Levy is currently registered with Solomon Partners Securities, LLC. Solomon Partners Securities, LLC is a Limited Liability Company formed in September 2006. The firm is registered with the Securities and Exchange Commission and holds state registrations in 33 states, including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

60

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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Joanna Levy’s Registration & Firm History

NY

08/21/2024 - Present

Solomon Partners Securities, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/21/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/31/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joanna Levy.
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