Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Levitsky is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been in the industry since 2013. Michael is registered with FINRA and the state of Maryland, as well as 37 other states. Michael specializes in retirement planning, investment management, and insurance planning. Michael is a strong advocate for client-centric service and believes in building long-term relationships with clients. Michael's goal is to help 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.
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.
Investment consulting services to institutional clients
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
MD
12/01/2016 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
04/25/2013 - 12/06/2016
MORGAN STANLEY (BETHESDA MD)
BOTH
Issued 05/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Levitsky is the right advisor for you? Invested Better is here to help.
