Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 31 - Futures Managed Funds Examination
  • Life and Health Insurance

Education

  • BS in Business Administration-Wagner University, Staten Island, NY Class of 1990

Interests

My individual interests are dominated by my family. With a wife & three kids I have plenty to do. And to let you in on a little secret, I love it! We enjoy barbequing all year long, camping, sushi night, skiing/snowboarding and playing games together.

When I do find some time to myself, I try to make it out to the local drop zone for a couple of jumps. I've been skydiving for over 20 years and have logged more than 1200 jumps. Work hard & play hard is something I firmly believe in .

My latest interest involves antiques. Being able to touch something from many generations ago gives you a perspective of our collective history.

Community participation

Levent currently servers on the board of Binnacle House, its fundraising and finance committees. Founded in 1979, Binnacle House safeguards children, strengthens families and helps build responsible citizens.

Member of the Somerset County Business Partnership

Previous experience

  • Financial Advisor-Merrill Lynch, Flemington, NJ, 2001-2012
  • Financial Advisor-Wachovia Securities, West Orange, NJ, 1993-2001