Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Levit is a financial professional who has been in the industry since 2013. Marc currently works for Finalis Securities LLC, a broker-dealer with a branch office in New York. Marc is registered with FINRA and is also registered in California, Illinois, New York, South Carolina, and Texas. Before joining Finalis Securities LLC, Marc worked for Demeter Advisory Group, LLC in California and Florida. Marc has earned the Series 63, SIE, and Series 79 licenses.
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.
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2
NY
04/05/2022 - Present
Finalis Securities LLC (New York NY)
CA
10/30/2014 - 01/26/2022
DEMETER ADVISORY GROUP, LLC (San Francisco CA)
FL
01/01/2012 - 08/02/2013
DEMETER ADVISORY GROUP, LLC (MIAMI BEACH FL)
BC
Issued 05/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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