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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levin? Claim Your ProfileLevin James Wilson is a registered Investment Advisor Representative with Principal Asset Management, located in Denver, CO. Levin has been in the financial services industry since 2017 and holds the Series 6, 7, 63, and 65 securities licenses. Previously, Levin was employed by Putnam Retail Management Limited Partnership in Boston, MA. Levin provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Levin also offers educational seminars and selects other advisors for 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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model 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.
Charge on a cost allocation basis to principal life
1
2
CO
11/20/2023 - Present
Principal Asset Management (Denver CO)
MA
07/11/2017 - 11/07/2023
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
IA
Issued 10/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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