Alex B Levy

Current Employers

Employment History

• 05/2016 → 11/2020
  Wilcox Financial
  Toledo, OH
• 06/2016 → 11/2020
  Ameritas Investment Corp
  Lincoln, NE
• 05/2016 → 11/2020
  Wilcox Financial Sports Management
  Toledo, OH
• 11/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2020 → Present
  Vantage Financial Group Toledo
  Sylvania, OH
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2022 → Present
  Alex Levy + Associate
  Sylvania, OH

Previous Registrations

• 2017-05-02 → 2020-12-14
  Ameritas Investment Company, Llc
  Toledo, OH
  Lincoln, NE
  Lincoln, NE

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2012 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP TOLEDO INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2020 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: ALEX LEVY + ASSOCIATE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SET UP FOR TAX PURPOSE; START DATE: 2/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: BUSINESS SET UP FOR TAX PURPOSES; 4. NAME OF OTHER BUSINESS: JEWISH FEDERATION OF GREATER TOLEDO; INVESTMENT RELATED: NO; ADDRESS: 6465 W. SYLVANIA AVE SYLVANIA, OH 43560 ; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP ORGANIZATION MAKE BEST DECISION FOR CURRENT AND FUTURE SUCCESS, HELP REVIEW ACCOUNT ANALYSIS;

Exams

• S66 Uniform Combined State Law Examination
  2016-08-30
• S63 Uniform Securities Agent State Law Examination
  2015-08-10