Elizabeth Leventis, financial advisor Charlotte NC

Elizabeth Leventis

CRD Number: 6222483
Current Firm: Foresters Advisory Services, LLC

Elizabeth Leventis (CRD# 6222483) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Charlotte, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
First Investors Advisory Services LLC Charlotte, NC Feb 2015 - Current 5
First Investors Corporation Charlotte, NC Dec 2013 - Current 7
First Investors Corporation Charlotte, NC Jul 2013 - Dec 2013 < 1
Stella & Dot Greenville, SC Apr 2013 - Jul 2013 < 1
Mediasation, Inc. Greenville, SC Sep 2009 - Jun 2013 3
Carolina One Volleyball Club Greenville, SC Oct 2010 - Apr 2013 2
Showcase Marketing Greenville, SC Jan 2009 - Sep 2009 < 1
Wofford College Spartanburg, SC Aug 2005 - May 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S66 NASAA Uniform Combined State Law Examination Feb 2015
Contact Info for Elizabeth S. Leventis
Phone Number: 212-858-8000
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    2,437
    MILLIONS
  • Total Number of Accounts
    13,920
    ACCOUNTS
  • Average Account Value
    $175,038
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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