Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levente? Claim Your ProfileLevente Zsuppan is a financial advisor registered with Truist Advisory Services, Inc. in Raleigh, North Carolina. Levente has been in the financial industry since March 4, 2016. He has held prior roles at Bessemer Investor Services, Inc. and PNC Investments. Levente holds the Series 7 and Series 66 licenses, as well as the SIE exam. He is a Certified Financial Planner. Levente provides financial planning and portfolio management services to individuals and businesses. He is also a board member of CASA, a non-profit organization providing access to affordable housing. Levente is committed to helping his clients achieve their financial goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
09/30/2021 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
DC
03/29/2019 - 03/03/2021
BESSEMER INVESTOR SERVICES, INC. (WASHINGTON D.C. DC)
PA
06/02/2015 - 12/06/2018
PNC INVESTMENTS (PITTSBURGH PA)
BOTH
Issued 09/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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