Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Levy is a financial advisor with Equitable Advisors, LLC, a company with a presence in New York, New York. Richard has been working in the financial industry since May 1999 and has worked at several firms including LPL Financial Corporation, Medallon Investment Services, Inc. and AXA Advisors, LLC. Richard holds a Series 7 and Series 66 securities license. Richard specializes in financial planning, pension consulting, and portfolio management. Richard is also a Certified Public Accountant/Consultant.
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
VA
01/21/2010 - Present
Equitable Advisors, LLC (WOODBRIDGE VA)
VA
01/05/2006 - 01/04/2010
LPL FINANCIAL CORPORATION (FAIRFAX VA)
MD
08/03/2000 - 12/31/2005
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
NY
07/30/1999 - 08/07/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/28/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
03/31/1999 - 06/30/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/31/1999 - 06/30/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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