Jessica Leverenz, financial advisor Livonia MI
89 score

Jessica Leverenz

CRD Number: 6183214
Current Firm: Cetera Advisors LLC

Jessica Leverenz (CRD# 6183214) is an Investment Advisor Representative working at Cetera Advisors LLC in Livonia, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Aug 2013 - Current 3
Lis, Mccallion, Raymor & Company Livonia, MI Apr 2013 - Current 3
Spectrum Health Grand Rapids, MI Oct 2012 - Jun 2013 < 1
Physiotherapy Associates Kentwood, MI Aug 2012 - Jun 2013 < 1
The Ymca Of Greater Grand Rapids Wyoming, MI Sep 2011 - May 2013 1
Grand Valley State University Grand Rapids, MI Jan 2011 - Apr 2013 2
The Center For Physical Rehabilitation Grand Rapids, MI May 2006 - Dec 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Jessica M. Leverenz
Phone Number: 800-929-3485
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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