Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Perry is a Registered Representative and Investment Adviser Representative with TIAA-CREF Individual & Institutional Services, LLC. Levi is also registered with the state of North Carolina, Florida, Indiana, Michigan, Ohio, and is a Series 7TO, 63 and 66 licensed advisor. Levi has been in the financial industry for over two years and has experience working with a variety of clients including high net worth individuals, corporations, and charitable organizations. Levi's primary focus is on providing financial planning and investment management services. Prior to joining TIAA, Levi was employed with Equitable Advisors, LLC. Levi is also a writer for CoolStuffInc, a website focusing on Magic: The Gathering. Levi's experience and qualifications make him a valuable resource for individuals and families seeking to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
01/29/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
08/06/2021 - 06/20/2022
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 01/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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