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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Levy is a financial advisor with over 30 years of experience in the industry. William is currently registered with Morgan Stanley, a leading financial services firm, and provides advisory services to a wide range of clients including individuals, corporations, charitable organizations and high-net-worth families. William is also a board member of St. Andrews Property Owners Association, where he serves as the Chairman of the Finance Committee and Treasurer.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/26/2015 - Present
Morgan Stanley (Boca Raton FL)
NY
09/22/2008 - 07/07/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
04/12/2002 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/10/1994 - 04/05/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
05/28/1992 - 02/22/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
MD
08/22/1989 - 05/12/1992
BT SECURITIES CORPORATION (BALTIMORE MD)
NJ
04/13/1988 - 10/31/1988
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 08/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/06/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1996
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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