Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi L Zeller is a registered representative with M Holdings Securities, Inc. located in Plymouth Meeting, PA. Levi has been in the financial services industry since 2006 and specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Levi holds Series 6, 7, 63 and 66 licenses, and the SIE exam. Levi has worked with M Holdings Securities, Inc. on two separate occasions and has also previously worked with MML Investors Services, Inc. and T. Rowe Price Investment Services, Inc.
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
PA
10/26/2016 - Present
M Holdings Securities, Inc. (PLYMOUTH MEETING PA)
PA
05/17/2010 - 02/26/2015
M HOLDINGS SECURITIES, INC. (PLYMOUTH MEETING PA)
MD
07/19/2006 - 02/17/2010
MML INVESTORS SERVICES, INC. (HUNT VALLEY MD)
MD
01/26/2006 - 06/22/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 11/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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