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Warren Gerard Levy

Deloitte Corporate Finance LLC

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About Warren Gerard Levy

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.

Firm Information

Warren Levy is currently registered with Deloitte Corporate Finance LLC. Deloitte Corporate Finance LLC is a Limited Liability Company that was formed on January 2, 2001. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Warren Levy’s Registration & Firm History

CA

07/01/2024 - Present

Deloitte Corporate Finance LLC (LOS ANGELES CA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Warren Gerard Levy.
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