Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Jahner is a financial professional with over 20 years of experience in the industry. Levi is currently registered with Lincoln Financial Distributors, Inc. and holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Levi has a strong track record of success in providing financial advice and guidance to clients. Levi is committed 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.
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.
1
2
PA
07/20/2005 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
MA
01/22/2003 - 08/01/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 04/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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