Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Levy is a financial advisor with over 27 years of experience in the industry. Michael currently holds a Series 7, Series 31, and Series 63 license, as well as the SIE Exam certification. He is also a Certified Financial Planner. Michael is registered with Kestra Advisory Services, LLC, providing investment advisory services. Michael has previously been registered with Royal Alliance Associates, Inc. and IMS Securities, Inc. Michael has held leadership positions in past firms and is a trusted advisor to both individuals and businesses.
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.
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.
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2
TX
04/21/2016 - Present
Kestra Advisory Services, LLC (BELLAIRE TX)
TX
07/28/1999 - 04/17/2006
IMS SECURITIES, INC. (HOUSTON TX)
NA
07/06/1999 - 07/28/1999
IMS SECURITIES, INC.
AZ
01/24/1997 - 07/01/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
DE
02/07/1997 - 06/21/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
03/01/1995 - 01/17/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 03/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 02/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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