Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Wade is a financial professional with over 2 years of experience in the industry. Levi is currently registered with Moelis & Co. LLC in Boston, MA and holds the Series 63, Series 7, Series 79, and SIE licenses. Levi has previous experience with KeyBanc Capital Markets Inc. in Boston, MA.
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.
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.
1
2
MA
09/12/2018 - Present
Moelis & Co. LLC (BOSTON MA)
MA
03/29/2016 - 09/14/2018
KEYBANC CAPITAL MARKETS INC. (BOSTON MA)
BC
Issued 06/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Levi Wade is the right advisor for you? Invested Better is here to help.
