Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Steinke is a financial professional registered with W&S Brokerage Services, Inc. in Ohio. Levi has Series 6TO and SIE licenses. Levi has been working in the financial industry since 2021. Levi is located in LIMA, Ohio and works at the branch office located at 1265 SHAWNEE RD. Levi is a financial advisor who helps individuals with their financial planning and portfolio management needs. W&S Brokerage Services, Inc. is a Cincinnati, Ohio based firm that manages approximately $122,864,622 in assets for approximately 451 clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
09/17/2021 - Present
W&S Brokerage Services, Inc. (LIMA OH)
BC
Issued 09/17/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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