Unclaimed
Warren Gerard Levy is a financial professional registered with Deloitte Corporate Finance LLC, and is currently located at the firm's Los Angeles office. Warren Levy has successfully completed the Uniform Securities Agent State Law Examination, the Investment Banking Registered Representative Examination and the Securities Industry Essentials Examination. Warren Levy is registered to provide securities advice in California, Florida, Illinois, New York, North Carolina and Texas.
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.
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2
CA
07/01/2024 - Present
Deloitte Corporate Finance LLC (LOS ANGELES CA)
BC
Issued 03/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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