Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Jones is a financial advisor in Huntsville, AL. Levi has been in the financial industry since June 2015, working at Charles Schwab & CO., Inc. and previously at Fidelity Brokerage Services LLC and Charles Schwab & CO., INC.. Levi is a Certified Financial Planner and holds Series 66, 63, 9, 10, SIE and 7 licenses. Levi's current registrations are in Alabama, Colorado, Georgia, Kentucky, Ohio, Tennessee and Utah. Levi works with individuals, high-net-worth individuals, corporations and businesses. Levi's firm, Charles Schwab & Co., Inc. is a large firm offering a wide range of financial services including financial planning, portfolio management, asset based fee for wrap programs and subscription pricing for financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
KY
12/17/2024 - Present
Charles Schwab & CO., Inc. (Louisville KY)
TN
09/28/2021 - 04/24/2023
FIDELITY BROKERAGE SERVICES LLC (FRANKLIN TN)
FL
05/20/2015 - 09/24/2021
CHARLES SCHWAB & CO., INC. (Sarasota FL)
BOTH
Issued 04/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/06/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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