Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Levin is a financial advisor with Gallagher Fiduciary Advisors, LLC. Michael has been in the financial services industry since February 12, 1996. Previously, Michael was employed with TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, USI SECURITIES, INC., WALL STREET ACCESS, CIGNA FINANCIAL ADVISORS,INC., and TRAVELERS EQUITIES SALES, INC. Michael holds a Series 66, Series 63, Series 7 and SIE license and is registered in 14 states. Michael specializes in Retirement Planning, Pension Consulting and Portfolio Management for Businesses and Individuals.
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.
See schedule d misc. for explanation
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
CT
04/15/2022 - Present
Gallagher Fiduciary Advisors, LLC (East Hartford CT)
CT
03/31/2022 - 08/23/2024
TRIAD ADVISORS LLC (East Hartford CT)
CT
01/31/2007 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Windsor CT)
CT
02/16/1999 - 05/01/2006
USI SECURITIES, INC. (GLASTONBURY CT)
NY
06/17/1996 - 02/03/1999
WALL STREET ACCESS (NEW YORK NY)
PA
08/20/1993 - 10/04/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
CA
08/20/1993 - 09/09/1993
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BOTH
Issued 07/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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