Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard David Levitch is a financial advisor with Ameriprise Financial Services, LLC, registered in Virginia and Texas. Leonard has been in the financial services industry since October 30, 1991. He has a wide range of experience and holds several licenses and designations. Leonard works with a variety of clients, including high net worth individuals, individuals other than high net worth, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. He is committed to providing his clients with personalized financial advice and guidance.
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.
Asset allocation 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.
1
2
VA
12/04/1991 - Present
Ameriprise Financial Services, LLC (GLEN ALLEN VA)
MN
10/31/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/12/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Leonard Levitch is the right advisor for you? Invested Better is here to help.
