Unclaimed
John Paul Leveque is a registered representative with Eastdil Secured Advisors LLC and holds the Series 7, 63, 79TO, 99TO and SIE licenses. John Paul Leveque has been in the financial services industry since January 27, 2009, and is currently located at Eastdil Secured Advisors LLC's branch office in San Francisco, California. Previously, John Paul Leveque was a registered representative at Wells Fargo Securities, LLC.
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
CA
10/01/2019 - Present
Eastdil Secured Advisors LLC (San Francisco CA)
CA
07/01/2009 - 10/01/2019
WELLS FARGO SECURITIES, LLC (SANTA MONICA CA)
CA
01/27/2009 - 07/01/2009
WELLS FARGO SECURITIES, LLC (SANTA MONICA CA)
BC
Issued 10/08/2015
Series 63 - Uniform Securities Agent State Law 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 01/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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