Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Levy is a financial advisor with over 40 years of experience in the industry. Stephen is currently registered with Hornor, Townsend & Kent, LLC and has worked with them since December 2014. Stephen is also an insurance broker and has a DBA name of 1847FINANCIAL. Stephen has previously worked with other firms including METLIFE SECURITIES INC. and NEW ENGLAND SECURITIES. Stephen offers a variety of services, including financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Stephen has a strong track record of success and is committed to helping his clients achieve their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
FL
01/07/2025 - Present
Hornor, Townsend & Kent, LLC (TAMPA FL)
CA
07/15/2014 - 12/11/2014
METLIFE SECURITIES INC. (FOSTER CITY CA)
CA
07/12/1983 - 12/11/2014
NEW ENGLAND SECURITIES (FOSTER CITY CA)
CA
12/04/2009 - 04/05/2010
METLIFE SECURITIES INC. (FOSTER CITY CA)
NA
02/09/1982 - 02/07/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 04/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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