Unclaimed
Vadim Levin is a financial professional with over 15 years of experience in the financial industry. Vadim is currently registered with Quasar Distributors, LLC and is licensed in all 50 states, Puerto Rico, and the Virgin Islands. Vadim has previously held positions with ALPS Distributors, INC., FIRST LIBERTIES FINANCIAL, JOHN HANCOCK FUNDS, LLC, and WILLIAM BLAIR & COMPANY L.L.C. Vadim holds Series 3, 7, 24, 63, and 66 licenses.
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.
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.
1
2
MA
09/18/2017 - Present
Quasar Distributors, LLC (Boston MA)
MA
01/15/2014 - 09/15/2017
ALPS DISTRIBUTORS, INC. (BOSTON MA)
TX
03/11/2013 - 01/07/2014
FIRST LIBERTIES FINANCIAL (DALLAS TX)
MA
06/25/2008 - 08/22/2012
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
CA
06/26/2007 - 05/09/2008
WILLIAM BLAIR & COMPANY L.L.C. (SAN FRANCISCO CA)
BOTH
Issued 04/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2013
Series 3 - National Commodity Futures Examination
BC
Issued 06/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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