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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lev? Claim Your ProfileLev Ravkin is a financial advisor with Cetera Investment Advisers LLC, with offices in San Jose, CA. Lev has been in the industry since February 5, 2008. Lev is licensed in 18 states and specializes in financial planning, pension consulting and educational seminars. Lev has experience in providing portfolio management for businesses and individuals and selection of other advisors. Lev is also licensed to provide securities services. Lev was previously registered with Foresters Financial Services, Inc. and Foresters Advisory Services LLC.
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
CA
07/15/2019 - Present
Cetera Investment Advisers LLC (SAN JOSE CA)
CA
01/25/2008 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (SAN JOSE CA)
BOTH
Issued 1/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/16/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 1/8/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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