Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Levitz is a financial professional with over 20 years of experience in the financial services industry. John is currently registered with Ameriprise Financial Services, LLC in Texas. John has a wide range of experience in the financial services industry, including working with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. John is also licensed to provide investment advice in Texas and holds the Series 63, Series 65, and Series 7 licenses.
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 services
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.
1
2
FL
02/13/2012 - Present
Ameriprise Financial Services, LLC (Ft Lauderdale FL)
FL
06/01/2009 - 02/08/2012
MORGAN STANLEY SMITH BARNEY (PLANTATION FL)
FL
12/07/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
IA
Issued 01/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Levitz is the right advisor for you? Invested Better is here to help.
