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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vitaliy? Claim Your ProfileVitaliy Levine is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 15 years of experience in the industry. Vitaliy is registered as a broker-dealer and investment advisor representative in 53 states and the District of Columbia. Vitaliy has a wide range of experience in providing financial advice and investment management services to individuals, families, and businesses. Vitaliy is committed to providing personalized financial advice to help clients achieve their financial goals. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Vitaliy worked as a financial advisor at Fidelity Brokerage Services LLC. Vitaliy holds several professional designations, including the Series 63, 66, 7, 9, 10, 24, and SIE exams.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
07/30/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
FL
11/26/2007 - 07/09/2013
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 03/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/27/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/14/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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