Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Levy is a financial professional with over 30 years of experience in the securities industry. Stewart currently is a registered representative with Stifel, Nicolaus & Company, Inc. where Stewart has been employed since December 2015. Prior to that, Stewart was employed with BARCLAYS CAPITAL INC. from September 2008 to December 2015 and with LEHMAN BROTHERS INC. from June 1992 to September 2008. Stewart is licensed to offer financial products and services in several states, including New York, Pennsylvania and Texas. Stewart specializes in providing financial advice and investment management services to a range of clients, including individuals, corporations, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
09/22/2008 - 12/04/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/17/1992 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stewart Levy is the right advisor for you? Invested Better is here to help.
