Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi John Palomo is a financial advisor registered with Osaic Advisory Services, LLC. Levi has been in the financial services industry since October 2020 and holds Series 7, 63 and 65 licenses. Levi also has experience at Securities America, Inc. and TD Ameritrade, Inc. Levi specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Levi's current firm, Osaic Advisory Services, LLC, provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and other institutions.
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.
1
2
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
IL
12/13/2021 - 06/14/2024
SECURITIES AMERICA, INC. (OAK BROOK IL)
IL
10/07/2020 - 12/07/2021
TD AMERITRADE, INC. (CHICAGO IL)
IA
Issued 01/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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