Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Reigler is a financial advisor with over 9 years of experience in the industry. Levi is currently registered with Wells Fargo Clearing Services, LLC, where Levi provides investment advice and portfolio management services to individuals and businesses. Previously, Levi was affiliated with Fifth Third Securities, Inc., and Infinex Investments, Inc. Levi holds Series 6, 7, and 63 licenses.
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.
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.
Investment consulting services to institutional clients
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
MI
07/07/2023 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
MI
03/05/2018 - 07/10/2023
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
MI
07/01/2016 - 02/23/2018
INFINEX INVESTMENTS, INC. (PORTAGE MI)
MI
02/13/2014 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (Granville MI)
IA
Issued 04/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Levi Reigler is the right advisor for you? Invested Better is here to help.
