Patler Levasseur (CRD# 7401143) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Longwood, FL and has over 2 years of experience in the finance industry.
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2227187
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Orlando, FL | Jul 2022 - Current | 1 |
| Robinhood Financial, LLC | Lake Mary, FL | Jul 2021 - Jul 2022 | 1 |
| Student | Orlando, FL | Feb 2021 - Jul 2021 | < 1 |
| Silbar Security | Orlando, FL | Jan 2021 - Feb 2021 | < 1 |
| Bed Bath & Beyond | West Palm Beach, FL | Jun 2019 - Dec 2020 | 1 |
| Endeavor Metals Group | West Palm Beach, FL | Jan 2019 - May 2019 | < 1 |
| Student | Saint Louis, MO | Aug 2018 - Jan 2019 | < 1 |
| Regal Royal Palm Beach Cinemas | Royal Palm Beach, FL | Jun 2018 - Aug 2018 | < 1 |
| Student | Royal Palm Beach, FL | Jan 2011 - Jun 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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