Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Cummings Levi is a financial advisor currently registered with Truist Advisory Services, Inc. Joseph has been working in the financial services industry since 1997 and has a wide range of experience. Previously, Joseph worked at J.P. Morgan Securities LLC, Synovus Securities, Inc. and Robert W. Baird & Co. Incorporated. Joseph is licensed to offer investment advice and securities trading services in Tennessee. Joseph holds a number of licenses and certifications, including Series 7, 63, 66, 24, 31 and SIE.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
TN
10/30/2020 - Present
Truist Advisory Services, Inc. (NASHVILLE TN)
TN
05/15/2018 - 10/12/2020
J.P. MORGAN SECURITIES LLC (NASHVILLE TN)
TN
08/08/2016 - 05/01/2018
SYNOVUS SECURITIES, INC. (NASHVILLE TN)
TN
11/15/2004 - 08/12/2016
ROBERT W. BAIRD & CO. INCORPORATED (NASHVILLE TN)
TN
07/14/2003 - 09/28/2004
POWELLJOHNSON (NASHVILLE TN)
AL
05/18/2000 - 01/02/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
02/14/2000 - 04/06/2000
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
11/25/1997 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 07/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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