Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Greenly is a financial advisor registered in Pennsylvania and holds the Series 65 license. Levi is a Certified Financial Planner and a Chartered Financial Analyst. Levi's experience includes working for Messiah College, DDPMP Investment Advisors, AGChoice Farm Credit, Lifeguide Financial Advisors LLC, and the Elizabethtown Area School District. Levi currently works for Lifeguide Financial Advisors, LLC. Levi has been in the industry since 2016. Levi has experience in financial planning, pension consulting, and portfolio management.
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.
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.
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PA
05/18/2020 - Present
Lifeguide Financial Advisors, LLC (MECHANICSBURG PA)
IA
Issued 05/18/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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