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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Stewart Levy is a financial advisor with Hightower Advisors, LLC. Todd has been in the financial services industry since 2004 and has a strong background in wealth management. He is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses. He specializes in providing financial planning, portfolio management, and advisory services to individuals, corporations, and charitable organizations. Todd is committed to helping clients achieve their financial goals by providing personalized advice and strategies. He is a passionate advocate for his clients and has a strong track record of success in helping them build and manage their wealth.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
04/21/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
01/20/2005 - 01/23/2017
PARK AVENUE SECURITIES LLC (RYE BROOK NY)
IA
Issued 01/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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