Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Lamfers is a financial advisor with Empower Advisory Group, LLC. Levi has been in the financial services industry since 2004. Levi is registered with the following securities authorities: FINRA, Series 65, Series 66, Series 7, Series 24, Series 4, Series 52, and Series 53. Levi specializes in retirement planning, investment management, and college savings.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
10/16/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
04/15/2016 - 11/08/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
NC
08/02/2012 - 03/23/2016
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
11/26/2013 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
MA
02/28/2011 - 06/18/2012
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
TN
04/29/2005 - 02/08/2011
AXA ADVISORS, LLC (FRANKLIN TN)
NY
09/11/2003 - 04/28/2005
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 02/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2008
Series 4 - Registered Options Principal Examination
BC
Issued 06/25/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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