Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Matthew Deshaw is a financial advisor at Ameriprise Financial Services, LLC. Levi has been in the industry since 1998 and has experience working with individuals, businesses, and institutions. Levi is registered with the state of Tennessee as an Investment Advisor Representative and with the state of Texas as an Investment Advisor Representative. Levi holds the Series 66, Series 63, Series 7, and SIE licenses. Levi also holds the Chartered Financial Consultant designation. Levi is a member of the Board of Directors for Deshaw.
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.
Asset allocation services
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
OR
06/17/2014 - Present
Ameriprise Financial Services, LLC (Portland OR)
MN
07/09/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
OR
05/07/1998 - 06/22/1998
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
BOTH
Issued 03/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Levi Deshaw is the right advisor for you? Invested Better is here to help.
