Norm Levy Email & Phone Number
Private Wealth Growth Officer-Director of Sales @ Small World Wealth Management
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Norm Levy Location
- North Port, FL, US
Norm Levy Work
- 2026 -now Private Wealth Growth Officer-Director of Sales @
- 2026 -2026 Principal Owner @
- 2024 -2026 Director of Business Development, Broker-Dealer Distribution Channel @
- 1995 -2024 Senior Regional Consultant @
Norm Levy Education
- Keene State College
BS (Political Science)
1985-1989 - Tel Aviv University
(Political Science)
1988-1988
Norm Levy Skills
- Series 7
- Series 6
- Series 63
- Series 65
- Separately Managed Accounts
- Mutual Funds
- Asset Allocation
- 401k
- Alternative Investments
- Retirement Planning
- Retirement
- Wealth Management
- Investments
- Portfolio Management
- Fixed Income
- Financial Advisory
- Equities
- Investment Strategies
- Leadership
- Retail
- Strategy
- Financial Services
- Retail Management
- Marketing
- Microsoft Excel
- Financial Analysis
- Services
- Keys
Norm Levy Summary
- Norm Levy, based in North Port, FL, US, is currently a Private Wealth Growth Officer-Director of Sales at Small World Wealth Management. Norm Levy brings experience from previous roles at Legacy Path Planners, LLC, Assured Allies and Putnam Investments. Norm Levy holds a 1985 - 1989 BS in Political Science @ Keene State College. With a robust skill set that includes Series 7, Series 6, Series 63, Series 65, Separately Managed Accounts and more. Norm Levy has 2 emails and 1 mobile phone numbers on RocketReach.
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