Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Glenn McMellian is a financial advisor associated with Cfo4life located in Coppell, TX. Levi has been in the financial industry since October 28, 2002. Levi has passed the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). Levi specializes in providing financial planning, pension consulting, and educational seminars. Levi is also a registered representative of FINRA and is licensed as a Registered Investment Advisor. Levi is also an owner of various other businesses related to insurance, real estate, and fitness.
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.
Cash management solutions
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
TX
03/21/2017 - Present
Cfo4life (Coppell TX)
TX
10/29/2002 - 09/26/2012
LPL FINANCIAL LLC (COPPELL TX)
IA
Issued 01/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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