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Alex J Levine

Payden & Rygel Distributors

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About Alex J Levine

Alex Levine is a financial professional with over two years of experience in the financial services industry. Alex holds Series 63, 6TO, SIE, and 7 licenses. Alex is currently registered with Payden & Rygel Distributors in Los Angeles, CA. Prior to that, Alex was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL. Alex is a licensed representative in California.

Firm Information

Alex Levine is currently registered with Payden & Rygel Distributors. Payden & Rygel Distributors is a Corporation that was formed on February 13, 1992. They are registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Alex Levine’s Registration & Firm History

CA

09/27/2018 - Present

Payden & Rygel Distributors (LOS ANGELES CA)

IL

04/18/2016 - 08/06/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)

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Licenses & Designations

BC

Issued 04/30/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alex J Levine.
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