Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nhien? Claim Your ProfileNhien Yen Levitt is a registered representative with Cetera Investment Advisers LLC. Nhien is a financial advisor with over 18 years of experience in the industry, having started their career in 2005 with Foresters Financial Services. Nhien holds several licenses including Series 6, 7, 24, 26, 51, 63, and 65. Nhien is registered to provide financial advice in several states including Alabama, Arizona, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, and Washington. Nhien provides a variety of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for 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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
04/22/2022 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
10/25/2005 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (NEW YORK NY)
IA
Issued 12/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/21/2016
Series 24 - General Securities Principal Examination
BC
Issued 09/17/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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