Paul Scott Levis

age ~44

from Chappaqua, NY

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Also known as:

Paul S Levis
Paul A Levis
Paul Stender

Phone and address:: 658 Quaker Rd, Chappaqua, NY 10514
9144325118

Connected to:

Paul Levis Phones & Addresses

658 Quaker Rd, Chappaqua, NY 10514 • 9144325118
Dickinson, NY
Tupper Lake, NY
10 Applegate Way, Ossining, NY 10562
Valhalla, NY
Briarcliff Manor, NY
Yonkers, NY
Westhampton Beach, NY
Westchester, NY
Franklin, NY

Work

Company:

Summit financial consultants
Jan 2005
Position:

Financial planner

Education

Degree:

Master of Science, Masters
School / High School:

College For Financial Planning
2006 to 2007

Skills

Financial Analysis • Financial Planning • Financial Services • Life Insurance • Long Term Care Insurance • Retirement Planning • Insurance • Wealth Accumulation • Holistic Financial Planning • Superannuation • Income Protection • Smsf • Executive Benefit Strategies • Education Funding • Protection Planning/Family Security • Personal Financial Planning • Wealth • Managed Funds • Paraplanning • Segregated Funds • Certified Financial Planner • Financial Planners • Finra • Investment Strategies • Mutual Funds • Retirement • Finance

Languages

English

Ranks

Certificate:

Cfa

Interests

Family • Road Bike Racing • Technology • Photography

Industries

Financial Services

Resumes

Financial Planner

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Location:

658 Quaker Rd, Chappaqua, NY 10514

Industry:

Financial Services

Work:

Summit Financial Consultants
Financial Planner
Pimco Jul 2002 - Dec 2004
Internal Wholesaler

Education:

College For Financial Planning 2006 - 2007
Master of Science, Masters College For Financial Planning 2003 - 2006
Masters Villanova University 1998 - 2002
Bachelors, Bachelor of Business Administration, Bachelor of Science, Finance Iona Preparatory School

Skills:

Financial Analysis
Financial Planning
Financial Services
Life Insurance
Long Term Care Insurance
Retirement Planning
Insurance
Wealth Accumulation
Holistic Financial Planning
Superannuation
Income Protection
Smsf
Executive Benefit Strategies
Education Funding
Protection Planning/Family Security
Personal Financial Planning
Wealth
Managed Funds
Paraplanning
Segregated Funds
Certified Financial Planner
Financial Planners
Finra
Investment Strategies
Mutual Funds
Retirement
Finance

Interests:

Family
Road Bike Racing
Technology
Photography

Languages:

English

Certifications:

Cfa
Cfp
Certified Financial Planner
Chartered Financial Analyst
Series 7, 24, 63 & 65
Life and Health Insurance
License 96798
License 124204
License 4430913
License 900574
Certified Financial Planner Board of Standards (Cfp), License 96798
Cfa Insitute, License 124204
Finra Sipc, License 4430913
New York State Department of Financial Services, License 900574