Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Sullivan is a financial advisor with Northwestern Mutual Investment Services, LLC. Levi is registered with the state of Indiana and has been in the industry since 2017. Levi has experience working with a range of clients including high-net-worth individuals, families, and businesses. Levi provides investment advice and financial planning services to help clients reach their financial goals. Levi is committed to providing personalized service and building long-term relationships with clients.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IN
10/31/2019 - Present
Northwestern Mutual Investment Services, LLC (GREENWOOD IN)
IN
05/01/2017 - 03/05/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBUS IN)
MO
11/01/2016 - 12/07/2016
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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