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 registered representative with MML Investors Services, LLC. Alan has been in the financial services industry since April 13, 1989 and holds licenses for both securities and investment advisory services. Alan is registered in Illinois and California. Alan is also a licensed independent insurance agent selling dental and group disability income, disability, Medicare related products, and life/accident/health insurance. Alan specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Asset allocation programs
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.
Solicitors fees
1
2
IL
03/25/2017 - Present
MML Investors Services, LLC (Palatine IL)
IL
06/07/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BUFFALO GROVE IL)
IL
06/07/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ITASCA IL)
NY
05/28/2004 - 06/07/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
CT
06/07/1993 - 06/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
04/14/1989 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 12/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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