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Yael Kenan Levy

Apollo Global Securities, LLC

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About Yael Kenan Levy

Yael Levy is a Financial Advisor who is currently registered with Apollo Global Securities, LLC. Yael has been in the securities industry since 2001. Yael has a Series 7, Series 63, and Series 24 license. Yael is also registered in New York. Prior to joining Apollo Global Securities, LLC, Yael worked at Goldman Sachs & Co. LLC.

Firm Information

Yael Levy is currently registered with Apollo Global Securities, LLC. Apollo Global Securities, LLC is a Limited Liability Company formed in 2010. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

136

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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Yael Levy’s Registration & Firm History

NY

05/19/2021 - Present

Apollo Global Securities, LLC (NEW YORK NY)

NY

10/31/2001 - 06/03/2021

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yael Kenan Levy.
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