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Bernard Peter Levine

USI Securities, Inc.

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About Bernard Peter Levine

Bernard Levine is a financial professional with over 10 years of experience in the industry. Bernard holds multiple licenses including Series 7, 63, 65 and 66. He is currently registered with USI Securities, Inc. and is actively registered in North Carolina and South Carolina. Bernard has previously worked with Equitable Distributors, LLC and Morgan Stanley Smith Barney. Bernard has experience working with a variety of client types including individuals, businesses, and pension and profit-sharing plans.

Firm Information

Bernard Levine is currently registered with USI Securities, Inc.. USI Securities, Inc. is a Corporation formed on July 29, 1997 and headquartered in GLASTONBURY, CT. The firm is registered with the SEC and all 52 states and offers selection of other advisers services to individuals other than high-net-worth, pension and profit sharing plans, and other investment advisers. The firm has 23 registered representatives and 19 investment adviser representatives and currently manages $0 in assets for 105 clients.
USI Securities, Inc.

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

Not reported

Assets Under Management

105

Total Clients

31

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.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Bundled consulting and advisory fees

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Bernard Levine’s Registration & Firm History

NC

07/07/2022 - Present

USI Securities, Inc. (CHARLOTTE NC)

NC

06/17/2021 - 05/13/2022

EQUITABLE DISTRIBUTORS, LLC (Charlotte NC)

NY

02/09/2010 - 10/11/2010

MORGAN STANLEY SMITH BARNEY (SYRACUSE NY)

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Licenses & Designations

IA

Issued 07/07/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/04/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2021

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

BC

Issued 05/28/2021

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernard Peter Levine.
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