Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Levine is a financial advisor with over 23 years of experience in the industry. Alan is currently registered with Grove Point Advisors, LLC in Rockville, MD and Ashland, OR. Alan has previously worked for Diversified Securities, Incorporated in Long Beach, CA, Morgan Stanley Smith Barney in Newport Beach, CA, and Citigroup Global Markets Inc. in Newport Beach, CA. Alan holds FINRA Series 63, 65, 7, and SIE licenses. Alan is also a licensed insurance agent in Oregon.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OR
04/01/2021 - Present
Grove Point Advisors, LLC (Ashland OR)
CA
04/05/2010 - 09/03/2015
DIVERSIFIED SECURITIES, INCORPORATED (LONG BEACH CA)
CA
06/01/2009 - 03/10/2010
MORGAN STANLEY SMITH BARNEY (NEWPORT BEACH CA)
CA
10/26/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
BC
Issued 11/19/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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