Levi S. Brandriss, CFP<sup>&reg;</sup> - Financial Advisor

Levi S. Brandriss, CFP®

Financial Advisor

Ameriprise Financial Services Inc

4800 Montgomery Lane, Suite 620
Bethesda, MD 20814
FINANCIAL ADVISOR'S WEBSITE
(301) 320-1194 CONNECT WITH Levi
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General

Levi Brandriss is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services Inc in Bethesda, MD and the surrounding communities.

Financial Advisor Overview

https://www.ameripriseadvisors.com/levi.s.brandriss/profile

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Financial Advisor Experience

16 years in practice

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MD, CA, TX, KS, IL, NC, WI, MO, WV, NJ, ME, VA, NV, CO, MI, PA, CT, NY, FL, DC, WA
  • Fixed annuities: MD, CA, TX, KS, IL, NC, WI, MO, WV, NJ, ME, VA, NV, CO, MI, PA, CT, NY, FL, DC, WA
  • Variable annuities: MD, CA, TX, KS, IL, NC, WI, MO, WV, NJ, ME, VA, NV, CO, MI, PA, CT, NY, FL, DC, WA

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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