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2 advisors near New York, NY
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Lawrence L
Series 63, Series 65
New York, NY
IKE Capital, LLC
Lawrence Levy is a financial advisor at IKE Capital, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IKE Capital since 2004, with a prior role at Wunderlich Securities, Inc. from 2015 to 2016. IKE Capital serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary and non-discretionary investment management. The firm emphasizes large-cap equities and sector diversification, combining fundamental and technical analysis to tailor portfolios to clients' risk tolerance and time horizon.
Andre M
Series 63, Series 66
New York, NY
IKE Capital, LLC
Andre Mcclure is a financial advisor at IKE Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at KDM Capital, Saxony Securities, and Wunderlich Securities. IKE Capital serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management focused on fixed income and individual equities. The firm employs a combination of fundamental and technical analysis to customize portfolios based on client risk tolerance and objectives.
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2 advisors near New York, NY
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