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Leovit Reteo Image

Casey Securities LLC

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About Leovit Reteo Image

Leovit Reteo Image is a financial advisor with over 12 years of experience in the financial services industry. Leovit is currently registered with Casey Securities LLC, and has held previous positions with RFA Securities LLC. Leovit's primary office is located in Greenbrae, CA.

Firm Information

Leovit Image is currently registered with Casey Securities LLC. Casey Securities LLC is a Limited Liability Company formed in 2019. It is registered in California and has been approved for SEC registration. The firm is currently approved to operate in 1 state and has 1 approved SEC registration. The firm has reported 15 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

27

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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Leovit Image’s Registration & Firm History

CA

06/05/2023 - Present

Casey Securities LLC (Greenbrae CA)

CA

02/25/2011 - 01/31/2023

CASEY SECURITIES LLC (GREENBRAE CA)

PA

09/22/2020 - 07/30/2021

RFA SECURITIES LLC (PHILADELPHIA PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

N

NYSE Arca, Inc.

Disclosures

There are no public disclosures for Leovit Reteo Image.
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