Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Levitats is a financial professional with over 30 years of experience in the industry. Mark currently holds a Series 6, Series 6TO, Series 26, and SIE license. Mark has previously worked at Lockton Investment Securities, LLC, Kestra Investment Services, LLC, Lincoln Financial Securities Corporation, Jefferson Pilot Securities Corporation, Transamerica Financial Resources, Inc., Equico Securities, Inc. and The Equitable Life Assurance Society of the United States. Mark is currently registered with Lockton Investment Securities, LLC in Florida.
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
MO
02/26/2024 - Present
Lockton Investment Securities, LLC (KANSAS CITY MO)
FL
09/23/2019 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (Miami FL)
FL
10/09/2008 - 09/13/2019
KESTRA INVESTMENT SERVICES, LLC (DORAL FL)
FL
04/16/2001 - 10/10/2008
LINCOLN FINANCIAL SECURITIES CORPORATION (MIAMI FL)
IN
03/03/1994 - 04/10/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CA
02/18/1992 - 02/23/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NY
01/09/1989 - 10/09/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/09/1989 - 10/09/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 04/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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