Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Levy is a financial advisor with Equitable Advisors, LLC, located in Charlotte, NC. Laura has been in the financial services industry since 2011. Laura is a licensed Series 6, 7, 26, and 63 registered representative and a licensed agent in North Carolina. Laura's experience and knowledge can help you to reach your 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
NC
04/14/2020 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NC
12/02/2016 - 03/09/2020
AXA DISTRIBUTORS, LLC (Charlotte NC)
NC
08/26/2011 - 11/10/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
MA
08/13/2008 - 05/11/2009
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 09/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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