Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jason Levanon is a financial advisor with Janney Montgomery Scott LLC. Michael has been in the industry since 2013 and holds the Series 7, Series 66, Series 24, and Series 4 licenses. Michael specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Michael is committed to providing personalized financial guidance and helping his 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
04/30/2014 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
BOTH
Issued 04/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 06/23/2015
Series 4 - Registered Options Principal Examination
BC
Issued 08/25/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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