Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Stewart Zurbrugg is a Registered Representative and Investment Adviser Representative with Saturna Capital Corp., a firm with offices in Bellingham, WA. Levi has been in the industry since September 10, 2019. Levi holds the Series 7TO and Series 66 licenses. Levi is also a Chartered Financial Analyst. Levi specializes in providing financial planning, portfolio management, and pension consulting services to individuals, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
10/10/2022 - Present
Saturna Capital Corp. (BELLINGHAM WA)
BOTH
Issued 10/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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