Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sasha? Claim Your ProfileSasha Camillia Wilcoxon is a registered investment advisor representative with Level Four Advisory Services, based in Austin, Texas. Sasha has been in the financial services industry since 2001. Sasha is registered in several states, including California, New Mexico, New York and Texas, and holds multiple securities licenses. Sasha provides financial planning, pension consulting and portfolio management services to individuals, businesses and charitable organizations.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
07/06/2023 - Present
Level Four Advisory Services (Austin TX)
NY
06/04/2019 - 04/27/2023
SHARENETT SECURITIES LLC (NEW YORK NY)
NY
08/05/2020 - 10/07/2022
ARKONIS CAPITAL LLC (WOODBURY NY)
NM
06/01/2000 - 11/30/2018
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
IA
Issued 03/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/25/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sasha Wilcoxon is the right advisor for you? Invested Better is here to help.
