Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brian Levens is an investment advisor representative with RMR Wealth Builders, Inc. Matthew has been in the financial services industry since 1999. Matthew holds the Series 7, Series 24, Series 63, and Series 65 licenses and is registered to provide investment advice in Connecticut and New Jersey. Prior to joining RMR Wealth Builders, Inc., Matthew was an investment advisor representative at Calton & Associates, Inc. for 8 years.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
11/05/2024 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
NJ
02/20/2015 - 05/19/2023
CALTON & ASSOCIATES, INC. (Montclair NJ)
NY
01/31/2011 - 02/23/2015
FIRST MIDWEST SECURITIES, INC. (NEW YORK NY)
NY
04/25/2007 - 02/09/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (NEW YORK NY)
NY
02/21/2001 - 05/29/2007
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
NY
04/27/2000 - 01/23/2001
BLUESTONE CAPITAL SECURITIES, INC. (NEW YORK NY)
NY
05/17/1999 - 06/05/2000
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
IA
Issued 04/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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