Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phyllis? Claim Your ProfilePhyllis Helene Levario is a registered representative of J.P. Morgan Securities LLC. Phyllis has been in the securities industry since March 3, 2000 and has been registered with J.P. Morgan Securities LLC since October 1, 2012. Phyllis is licensed to provide securities advice in 52 states and is also registered with the state of Texas as an Investment Advisor Representative. Phyllis offers investment advisory services to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, and labor unions.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
11/03/2022 - Present
J.p. Morgan Securities LLC (TAMPA FL)
FL
10/01/2012 - 09/27/2021
J.P. MORGAN SECURITIES LLC (BRANDON FL)
FL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LARGO FL)
IL
02/27/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
05/07/1998 - 05/02/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 04/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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