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Leon Vincent Levie

Fidelity Brokerage Services LLC

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About Leon Vincent Levie

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.

Firm Information

Leon Levie is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Leon Levie’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Leon Vincent Levie.
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