Mark Levy is a qualified expert, working in Legacy Wealth Planning main office of which is in 234. as a Managing Partner from 2006. This expert has earned professional experience in more than five positions at various companies. Mark Levy went to the Whitworth University and received education from 1971 to 1972. Reno, Nevada is the city, where this person was lastly known to be living. Mark's contacts can be accessed through SoftwareOfficial by request.
Name variants:
Marc Levy,
Marcus Levy,
Markus Levy,
Marquis Levy,
Mark Levy
Last updated Jun 06, 2024
Contact Information
Last Update
Jul 12, 2022
Location
Reno, NV
Company
Legacy Wealth Planning, LLC
Workplace
Managing Partner
Work History
Managing Partner
Reno, Nevada
Legacy Wealth Planning is an LLC that I own along with my partners. We are able tailor our services to be exclusively client oriented and not, corporate driven. My expertise is in designing ...
from 2006
Education
1971 — 1972
1972 — 1974
Occupations
Executive
Managing Partner
Tailor
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Partner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Asset Allocation
Investment Strategies
Investments
Estate Planning
Retirement
Securities
Wealth Management Services
Finra
Small Business
Retirement Planning
Wealth Management
Series 7
Strategic Financial Planning
Mutual Funds
Investment Advisory
Portfolio Management
Equities
Alternative Investments
Asset Managment
Series 63
FAQs about Mark Levy
What is the profession of Mark Levy?
This professional's job is Managing Partner
What are the profession of This professional?
These person's professions are Executive and Managing Partner
Where is Mark Levy currently located?
The expert is located in Reno, Nevada.
How many companies did Mark Levy work at?
Mark Levy worked at five jobs.
Does Mark Levy have personal website or blog?
This professional`s website is http://www.lwpreno.com, http://www.finra.com, and http://www.sipc.com.
What education does Mark Levy have?
Mark studied at the Whitworth University from 1971 to 1972.
What is professional industry that Mark Levy worked in?
This professional works in Financial Services industry.
Are there any special skills Mark Levy has?
This person has such skills as Asset Allocation, Investment Strategies, Investments, Estate Planning, Retirement, Securities, Wealth Management Services, Finra, and Small Business.