Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Levesque is an investment advisor representative with Wealthshield Partners, LLC. Norman is registered with the state of Maine as an Investment Advisor Representative. Norman has been in the financial industry since 2006. Norman has passed the Series 63 and 65 exams, as well as the Series 7 and SIE exams. Norman holds a life, health and annuity insurance license and is also able to offer financial planning, educational seminars, and select other advisors.
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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NC
12/03/2021 - Present
Wealthshield Partners, LLC (CARY NC)
ME
03/16/2012 - 10/08/2014
CANTELLA & CO., INC. (PORTLAND ME)
ME
06/01/2009 - 03/20/2012
MORGAN STANLEY SMITH BARNEY (PORTLAND ME)
ME
04/13/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND ME)
IA
Issued 05/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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