Unclaimed
Levant Bishop is a financial advisor with over 24 years of experience in the financial services industry. Levant currently works with Equitable Advisors, LLC and provides financial services to individuals, families, and businesses. In addition to providing financial advice, Levant is also a registered representative with FINRA and is licensed in several states.
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.
1
2
IL
02/02/2023 - Present
Equitable Advisors, LLC (OAK BROOK IL)
IL
10/31/2013 - 01/27/2023
AMERICAN TRUST INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
07/21/2010 - 04/24/2012
SIGMA FINANCIAL CORPORATION (CHICAGO IL)
IL
01/05/2005 - 07/19/2010
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
OH
02/19/2004 - 12/31/2004
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
FL
07/17/2003 - 01/30/2004
R.M. STARK & CO., INC. (LAKE WORTH BEACH FL)
NY
07/25/1997 - 07/16/2001
DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)
NY
10/17/1996 - 08/15/1997
MILLENNIUM SECURITIES CORP. (NEW YORK NY)
NA
02/14/1996 - 10/18/1996
KENSINGTON WELLS INCORPORATED
IA
Issued 04/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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