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Lee Levy is a financial advisor professional located in Bal Harbour, FL. They specialize in financial advisory. With over 10 years of experience, they bring deep expertise to every client.
Lee Levy - Truist Investment Services, Inc. holds an active professional license (FINRA CRD) for your protection.
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Lee Levy provides financial advisory services through Truist Investment Services, Inc. in Bal Harbour, Florida. With 10 years in the financial advisory industry, Lee works with clients on investment planning and related financial matters. Lee holds a FINRA CRD license, which governs securities and investment advisory activities. Clients seeking financial guidance can connect with Lee to discuss their investment needs and financial goals.
Lee Levy's FINRA CRD (Central Registration Depository) license indicates registration with the Financial Industry Regulatory Authority. This license is required for professionals offering securities advice and managing client investments. It signals that Lee has passed required examinations and is subject to FINRA oversight and regulatory standards. The CRD registration ensures compliance with industry rules governing investment advice, client communications, and financial practices. Clients working with a FINRA-registered advisor have access to regulatory protections and complaint resolution processes through FINRA.