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Daniel Ari Levy is a financial advisor professional located in Melbourne, FL. They specialize in financial advisory. With over 12 years of experience, they bring deep expertise to every client.
Daniel Ari Levy - Ubs Financial Services Inc. holds an active professional license (FINRA CRD) for your protection.
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Daniel Ari Levy is a financial advisor based in Melbourne, Florida, operating through UBS Financial Services Inc. With 12 years of experience in the financial services industry, Levy works with clients on investment and wealth management matters. He holds a FINRA CRD registration, which governs his activities in the securities and investment advisory space. His practice focuses on serving clients' financial planning needs within the regulatory framework of the financial services sector.
Daniel Ari Levy's FINRA CRD registration indicates he is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees broker-dealers and investment professionals in the United States. This registration means his activities in securities sales, trading, and investment advice are subject to FINRA rules and ongoing compliance requirements. The CRD (Central Registration Depository) number allows clients and regulators to verify his registration status and review his disciplinary history. This oversight structure is designed to protect investors and ensure advisors meet baseline standards for the securities industry.