Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levon? Claim Your ProfileLevon Elizabeth Griffith is a financial advisor with over 30 years of experience in the industry. Levon is currently registered with Stifel, Nicolaus & Company, Inc. in Jamestown, NY. Previously, Levon was registered with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Levon holds the Series 7, Series 63, and Series 65 licenses. Levon has worked in various financial services roles throughout their career. Levon offers financial planning, portfolio management, and educational seminars to individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
04/12/2019 - Present
Stifel, Nicolaus & Company, Inc. (JAMESTOWN NY)
NY
01/23/2009 - 04/23/2019
UBS FINANCIAL SERVICES INC. (JAMESTOWN NY)
NY
11/21/1986 - 01/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JAMESTOWN NY)
IA
Issued 01/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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