Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Arthur Haight is an Investment Advisor Representative with Avantax Advisory Services. Levi has been in the industry since June 2004 and has a history of working with individuals, corporations, and pension plans. He has expertise in financial planning, portfolio management for individuals and businesses, and pension consulting. Levi has a history of working with LPL Financial LLC, MetLife Securities Inc., Harbour Investments, Inc., and Invest Financial Corporation. Levi is registered with the state of Michigan and has a Series 6, Series 7, Series 63 and Series 65 licenses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MI
08/02/2021 - Present
Avantax Advisory Services (Grand Haven MI)
MI
11/30/2015 - 08/13/2021
LPL FINANCIAL LLC (GRAND HAVEN MI)
MI
02/22/2008 - 12/01/2015
METLIFE SECURITIES INC. (TROY MI)
MI
07/18/2006 - 02/28/2008
HARBOUR INVESTMENTS, INC. (WYOMING MI)
MI
07/05/2005 - 07/20/2006
INVEST FINANCIAL CORPORATION (KALAMAZOO MI)
WI
06/02/2005 - 07/06/2005
HARBOUR INVESTMENTS, INC. (MADISON WI)
MA
06/03/2004 - 06/02/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 11/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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