Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Levay is a registered Investment Advisor Representative with FCA Corp. in Houston, Texas. William is licensed in Texas. William has been a registered Investment Advisor Representative for over 15 years. William has also worked as General Counsel for First Commonwealth Holdings Corp., and as an attorney in the Law Office of William Levay. William is a Series 65 and Series 7 holder and specializes in Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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.
A percentage of the total value of assets under management is charged.
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TX
11/03/2008 - Present
FCA Corp. (HOUSTON TX)
IA
Issued 11/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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