Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ofer? Claim Your ProfileOfer Levy is a financial advisor with Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Ofer has a strong track record of success in helping clients achieve their financial goals. Ofer's primary focus is on portfolio management for individuals and businesses. Ofer also provides financial planning, pension consulting, and educational seminars. Ofer holds the Series 7, 24, 63 and 66 licenses and has a Bachelor's degree in Business Administration from the University of Florida.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
01/02/2025 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
NJ
11/26/2008 - 09/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LEE NJ)
NJ
11/10/2004 - 11/28/2008
EDWARD JONES (FAIR LAWN NJ)
FL
08/18/1997 - 05/20/1998
BERNARD, LEE & EDWARDS SECURITIES, INC (LEESBURG FL)
FL
07/26/1995 - 10/19/1995
JOSEPH ROBERTS & CO., INC. (POMPANO BEACH FL)
NY
07/26/1993 - 08/11/1995
GKN SECURITIES CORP. (NEW YORK NY)
MA
06/01/1993 - 07/22/1993
MOORS & CABOT, INC. (BOSTON MA)
FL
12/14/1992 - 06/01/1993
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
BOTH
Issued 03/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ofer Levy is the right advisor for you? Invested Better is here to help.
