Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Levy is an investment advisor representative with Equitable Advisors, LLC, in the Fort Lauderdale, FL office. Jonathan has been in the financial services industry for over 13 years. Jonathan has a Series 7, Series 63, and Series 66 license. Jonathan also holds the Securities Industry Essentials (SIE) license. Jonathan has worked with a variety of clients including individuals, corporations, charitable organizations, and pension and profit sharing plans. Jonathan has expertise in financial planning, portfolio management, and pension consulting. Jonathan is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
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.
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2
FL
08/03/2023 - Present
Equitable Advisors, LLC (FT. LAUDERDALE FL)
NY
06/03/2011 - 11/05/2014
JEFFERIES LLC (NEW YORK NY)
BOTH
Issued 07/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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