Michael Levin Awmatm
Senior Vice President / Wealth Management,
- Role
- Senior Vice President Wealth Management Janney at Janney Montgomery Scott LLC
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Michael Levin Awmatm
I have over 43 years of experience in the financial industry, working at a number of financial firms before joining Janney. I have served as the Branch Manager of the firm\'s Boca Raton branch, as well as being regional manager in Florida for 10 years My primary goal is to provide best-in-class advice that fits the needs of my clients. It is especially important regarding ever changing needs.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
Experience
Senior Vice President Wealth Management Janney
Nov 2005 — Present · Boca Raton, FL, US
Education
Hofstra University
Bachelor of Business Administration/Management, Business Administration and Management, General
1973 — 1975
The Wharton School
Securities Investor Institute, Finance and Financial Management Services
Skills
- Financial Services
- Asset Allocation
- Mutual Funds
- Series 63
- Series 7
- Series 65
- Retirement Planning
- Fixed Annuities
- Retirement
- Series 24
- Securities
- Estate Planning
- Series 3
- Investments
- Wealth Management
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