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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Levy is a financial advisor with Equitable Advisors, LLC. Justin has been in the industry for more than a decade, providing financial advice to clients in Philadelphia. He is licensed in New Jersey, Pennsylvania, and Texas, and holds Series 7TO, Series 66, and SIE licenses. Justin previously worked with Triad Advisors, LLC. He is committed to helping clients achieve their financial goals. Justin can help you with a range of financial services, including financial planning, portfolio management, and pension consulting. He believes in building long-term relationships with his clients and helping them make informed decisions about their finances.
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.
1
2
PA
02/18/2025 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
PA
10/18/2021 - 06/06/2023
TRIAD ADVISORS LLC (Clarks Summit PA)
BOTH
Issued 03/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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