Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Steven Combs is a registered representative with Fidelity Personal And Workplace Advisors. Levi Steven Combs has been in the securities industry for over 2 years. Levi Steven Combs has passed the Series 7TO, Series 63, Series 66 and SIE exams. Levi Steven Combs is registered in 53 states and is currently licensed in Kentucky, Ohio, and Texas. Levi Steven Combs has worked in various industries, including sales, hospitality, marketing, and finance. Levi Steven Combs currently also works as an independent contractor for MyPatioDesign, where Levi Steven Combs designs outdoor spaces for clients. Levi Steven Combs's focus is on providing financial planning and investment advice to individuals and businesses. Levi Steven Combs also provides portfolio management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
KY
01/22/2024 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 01/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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