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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Bunkers is a financial advisor who has been in the industry since 2006. Levi is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Levi has been working in the financial services industry for over 15 years. Levi has experience working with individuals, families, businesses, and institutions. Levi specializes in financial planning, portfolio management, and retirement planning. Levi holds the Series 6, 7, 63, 65, and 24 licenses. Levi has a strong commitment to helping 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.
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.
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
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
04/13/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
03/26/2019 - 10/04/2019
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/06/2006 - 01/02/2018
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
IA
Issued 05/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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