The affiliation of Level Wealth Management with the below partners helps to bring world-class resources to you as our client.
PROSPERA FINANCIAL SERVICES
In today’s world of investing, more and more clients are choosing to use the services of independent financial professionals. With personalized attention and a dedication to detail, these advisors are driven by their clients’ needs and expectations of financial success.
Founded in 1982, Prospera Financial supports independent financial professionals across the country, offering a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and personalized service — so we can offer you the same.
By operating with integrity, honesty and an unwavering commitment to the investor, Prospera blazes a trail for the success of financial professionals like Level Wealth Management — which can lead to the success of the clients we serve. With a focus on service and a strong set of core values, our partnership with Prospera truly aligns with the heart of our firm.
FIRST CLEARING, LLC1
First Clearing provides quality securities-execution and brokerage-clearance services to retail securities firms throughout the United States. Headquartered in Saint Louis, Missouri, First Clearing provides the benefit of a firm with a long heritage in the full-service brokerage business and the strength of Wells Fargo & Company, one of the nation’s largest financial service companies.
First Clearing is a member of the New York Stock Exchange, NASDAQ and other major exchanges.
