Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Levy is a registered investment advisor representative with Concorde Asset Management, LLC. Joseph has been in the industry since 2023. Joseph is also a licensed real estate agent and has been a part of Compass Commercial since 2013. Joseph specializes in investment advisory services including financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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.
Promoter fees from other advisors
1
2
CA
01/31/2023 - Present
Concorde Asset Management, LLC (San Francisco CA)
BOTH
Issued 01/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Levy is the right advisor for you? Invested Better is here to help.
