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Paige Kolesar Levenstein

DFA Securities LLC

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About Paige Kolesar Levenstein

Paige Levenstein is a registered representative with DFA Securities LLC. Paige has been in the industry since 2017 and is licensed in 49 states. Paige holds Series 7, Series 63 and Series 24 securities licenses. Paige is currently working at the DFA Securities LLC office in Santa Monica, CA.

Firm Information

Paige Levenstein is currently registered with DFA Securities LLC. DFA Securities LLC is a Limited Liability Company formed in April 2009 and is registered in 53 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

237

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Paige Levenstein’s Registration & Firm History

CA

11/20/2017 - Present

DFA Securities LLC (SANTA MONICA CA)

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Licenses & Designations

BC

Issued 12/29/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paige Kolesar Levenstein.
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