Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Phillip Levy is a financial advisor in Danville, CA and has been working in the financial industry since March 30, 1993. Michael Phillip Levy is a registered representative of LPL Financial LLC in Danville, CA. Michael Phillip Levy has passed the Series 6, Series 7, and Series 63 exams. Michael Phillip Levy has also earned the Chartered Financial Consultant designation. Michael Phillip Levy has previously been employed by Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Waddell & Reed, Inc.
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.
Consulting and other non-discretionary advisory services
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.
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CA
03/25/2002 - Present
LPL Financial LLC (DANVILLE CA)
IN
11/21/1995 - 04/01/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/21/1995 - 04/01/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
KS
03/25/1993 - 11/14/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 04/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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