Unclaimed
Leon Vincent Levie is a registered representative with Fidelity Brokerage Services LLC. Leon has been in the securities industry since 2007 and holds the Series 6, Series 7 and Series 63 licenses. Leon is registered in 51 states. Leon has held previous positions with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Leon is currently based in Westlake, TX.
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.
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.
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2
TX
06/28/2016 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
04/09/2014 - 04/01/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/01/2008 - 11/05/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
05/25/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 06/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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