Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Levy is a financial advisor with over 30 years of experience in the industry. Matthew is a registered representative of Janney Montgomery Scott LLC and holds Series 63, 65, and 7 licenses. Matthew has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and Bank of America, N.A. Matthew's experience and expertise provide clients with a high level of personalized financial guidance and investment management services. Matthew has a strong commitment to helping clients achieve their financial goals.
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.
Fee plus commission
1
2
PA
03/19/2021 - Present
Janney Montgomery Scott LLC (York PA)
PA
06/21/1990 - 03/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YORK PA)
IA
Issued 02/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Levy is the right advisor for you? Invested Better is here to help.
