Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Marc-antonine Levesque is an Investment Advisor Representative at Transatlantique Private Wealth LLC. William is registered with the state of New York and has been in the industry since 2022. William has a Series 65 license. William has a background in business and finance and is an expert in portfolio management. William has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. William specializes in providing investment advice to clients with a focus on long-term growth and wealth preservation.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NY
10/15/2024 - Present
Transatlantique Private Wealth LLC (NEW YORK NY)
IA
Issued 02/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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