Unclaimed
Levi Lura is a financial advisor with Bok Financial Securities, Inc. Levi has been in the financial services industry since February 11, 2002. Levi has a broad range of experience, having worked with several firms prior to joining Bok Financial Securities, Inc. including Nexity Financial Services, Inc. and M&I Brokerage Services, Inc. Levi is licensed to provide investment advice in Wisconsin and has a Series 7, Series 63, Series 52TO and SIE licenses. Levi specializes in a number of financial products and services including: fixed income, equity securities, mutual funds, variable annuities, and life insurance.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
07/26/2010 - Present
BOK Financial Securities, Inc. (Milwaukee WI)
WI
04/21/2008 - 07/14/2010
NEXITY FINANCIAL SERVICES, INC. (MENOMEE FALLS WI)
WI
03/03/2005 - 03/20/2007
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
WI
10/31/2000 - 12/31/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 01/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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