Unclaimed
Levi Michael Gerber is a Registered Representative at Park Avenue Securities LLC, a firm with over 1730 investment advisor representatives. Levi is a Registered Representative in Ohio. Levi has been in the financial industry since 2014 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Levi's areas of specialization include financial planning, portfolio management, and educational seminars.
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.
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
OH
01/06/2025 - Present
Park Avenue Securities LLC (CINCINNATI OH)
Active
Inactive
Not sure Levi Gerber is the right advisor for you? Invested Better is here to help.