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Portrait of Jonathan L. Levy

Jonathan L. Levy

Financial
Boca Raton, Florida

As a seasoned financial advisor, Mr. Levy has earned a range of professional licenses and certifications, including the 2-15 Life Health Annuities license, Series 7 broker license, and Series 66 Advisory license. These qualifications reflect his commitment to providing comprehensive financial guidance to his clients and ensuring their financial well-being.

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Specialty Financial
Industry Public Finance Taxation and Monetary Policy
Organization Jonathan L. Levy
Location Boca Raton, Florida

About Jonathan L. Levy

As a seasoned financial advisor, Mr. Levy has earned a range of professional licenses and certifications, including the 2-15 Life Health Annuities license, Series 7 broker license, and Series 66 Advisory license. These qualifications reflect his commitment to providing comprehensive financial guidance to his clients and ensuring their financial well-being.

Education & Training

Finance

Education Level: B.S.

Institution: University of Central Florida

United States of America

Contact Jonathan L. Levy

Jonathan L. Levy

Boca Raton, Florida

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PROFILE SUMMARY

Professional Summary

As a seasoned financial advisor, Mr. Levy has earned a range of professional licenses and certifications, including the 2-15 Life Health Annuities license, Series 7 broker license, and Series 66 Advisory license. These qualifications reflect his commitment to providing comprehensive financial guidance to his clients and ensuring their financial well-being.