Unclaimed
Levaviv Shuber is an investment advisor representative with Citigroup Global Markets Inc. Levaviv is based in Chicago, Illinois and has been in the industry since 2017. Levaviv holds a Series 63 license and a Series 65 license. Levaviv is also registered with FINRA and the state of Illinois. Levaviv has experience working with clients including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses.
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.
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 advice
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
09/23/2022 - Present
Citigroup Global Markets Inc. (CHICAGO IL)
FL
06/17/2014 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (SURFSIDE FL)
IA
Issued 05/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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