Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Levie is a financial advisor who has been in the industry for over 25 years. Michael is registered with Santander Securities LLC in Boston, Massachusetts. Previously, Michael was registered with Citizens Securities, Inc. in Johnston, Rhode Island. Michael has a wide range of experience in financial planning and portfolio management. Michael is licensed to provide financial services in all 50 states and the District of Columbia. Michael's specializations include securities, mutual funds, investment advisory services, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
02/05/2019 - Present
Santander Securities LLC (Boston MA)
RI
10/19/2005 - 02/01/2019
CITIZENS SECURITIES, INC. (JOHNSTON RI)
MA
07/29/2005 - 12/02/2005
CHARTER ONE SECURITIES, INC. (QUINCY MA)
RI
12/11/2001 - 08/01/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
03/14/1997 - 05/15/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/14/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/16/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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