Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bruce Levy is a financial professional with over 14 years of experience in the industry. John is currently registered with Pickwick Capital Partners, LLC in Glen Allen, Virginia. Prior to joining Pickwick Capital Partners, LLC, John was registered with Anderson & Strudwick, Incorporated in Richmond, Virginia. John holds several industry licenses, including Series 7, 22, 24, 39, 63, 79TO, 99TO and SIE. John specializes in investment banking and operations.
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.
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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2
VA
01/06/2011 - Present
Pickwick Capital Partners, LLC (Glen Allen VA)
VA
05/05/2008 - 08/26/2010
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
BC
Issued 07/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2009
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2008
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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