Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi J Dwyer is a registered representative with Loomis Sayles Distributors, LP. Levi has been in the financial services industry since July 30, 2018. Levi holds the Series 3, Series 7, and Series 63 securities licenses. Levi is registered to conduct business in Massachusetts. Levi was previously associated with FORESIDE FUND SERVICES, LLC.
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.
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.
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2
MA
05/18/2022 - Present
Loomis Sayles Distributors, LP (BOSTON MA)
MA
01/23/2018 - 11/09/2021
FORESIDE FUND SERVICES, LLC (BOSTON MA)
BC
Issued 05/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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