Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Donovan Levis is a financial advisor registered with Fidelity Brokerage Services LLC. John has been in the financial services industry since December 1998. John holds licenses for Series 6, 7 and 63 and the SIE exam. John is registered in twenty states, including California, Florida, Illinois, Massachusetts, New York, and Texas. Prior to joining Fidelity Brokerage Services LLC, John was previously registered with Fidelity Investments Institutional Services Company, Inc. and Putnam Mutual Funds Corp.
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
GA
01/03/2012 - Present
Fidelity Brokerage Services LLC (ATLANTA GA)
RI
06/19/2000 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
08/03/1998 - 02/01/2000
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BC
Issued 11/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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