Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Levy is a financial professional with over 20 years of experience in the industry. Neil holds Series 6 and Series 63 securities licenses, and the SIE Exam. Neil is registered with PFS Investments Inc., a firm with over 3500 licensed agents and over 8 billion dollars in assets under management. Neil is registered to provide securities advice and services in California, Colorado, Nevada, and Texas. Neil has a strong background in portfolio management for individuals and has extensive experience working with clients from a wide range of backgrounds and financial situations.
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.
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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NV
01/19/2001 - Present
PFS Investments Inc. (N LAS VEGAS NV)
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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