Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Edgecombe is a financial advisor with USA Financial Securities LLC. Levi has been in the financial services industry since 1980. Levi is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in 24 states. Levi is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). Levi has experience providing financial planning services to individuals and families, including retirement planning, college savings, and estate planning. Levi also provides investment management services to individuals and families. Levi is committed to helping clients achieve their financial goals. Levi works from offices located in ADA, MI and Puyallup, WA.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
02/01/2010 - Present
USA Financial Securities LLC (ADA MI)
WA
05/01/2002 - 02/01/2010
COMMONWEALTH FINANCIAL NETWORK (USA WA)
IN
12/14/2000 - 05/06/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/14/2000 - 05/06/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
08/31/1993 - 12/22/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
09/05/1986 - 10/15/1986
HANOVER CONCEPTS, INC.
NA
11/13/1985 - 07/11/1986
SOUTHMARK FINANCIAL SERVICES, INC.
NA
08/27/1985 - 11/05/1985
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
02/23/1977 - 12/11/1984
KMS FINANCIAL SERVICES, INC.
NA
05/06/1975 - 12/11/1976
CG EQUITY SALES COMPANY
NA
02/11/1972 - 02/09/1975
E.I. SALES, INC.
IA
Issued 09/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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