Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Cass is a financial advisor with over 9 years of experience in the industry. Levi is currently registered with LPL Financial LLC and has been with the firm since August 2022. Prior to joining LPL Financial LLC, Levi was with Ameritas Investment Company, LLC for almost 4 years. Levi is registered as a Broker/Dealer with the state of Arizona. Levi is also registered as an Investment Advisor Representative with the state of California and Texas. Levi specializes in a wide range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Levi has a strong track record of providing exceptional service to his 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.
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.
Consulting and other non-discretionary advisory services
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
AZ
08/25/2022 - Present
LPL Financial LLC (Glendale AZ)
AZ
03/27/2019 - 08/23/2022
AMERITAS INVESTMENT COMPANY, LLC (Glendale AZ)
NE
10/18/2013 - 03/21/2019
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 04/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/08/2014
Series 4 - Registered Options Principal Examination
BC
Issued 01/07/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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