Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Levine is a financial advisor with Kovitz Investment Group Partners, LLC, with experience in the industry since 2005. Joshua is a Certified Financial Planner™ professional and holds the Series 7, 63, and 65 licenses. Joshua is registered to provide investment advisory services in Michigan. Joshua is also a member of Weatherwood Partners LLC, a firm focused on various investment opportunities, and devotes approximately one hour per month to this role.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
MI
01/04/2025 - Present
Kovitz Investment Group Partners, LLC (Southfield MI)
MI
08/11/2005 - 12/07/2012
TELEMUS INVESTMENT BROKERS, LLC (SOUTHFIELD MI)
IA
Issued 03/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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