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Beth J Levine

XML Financial Group

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About Beth J Levine

Beth Levine is a financial advisor at XML Financial Group, based in Bethesda, MD. Beth has been in the industry since 1995 and holds Series 63, 65, 7 and 31 licenses. Beth also has a background in working with clients on financial planning, pension consulting, and educational seminars. Beth's clients include high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

Firm Information

Beth Levine is currently registered with XML Financial Group. XML Financial Group is an independent financial advisory firm headquartered in Bethesda, MD. They provide a variety of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutions. The firm manages over $2.7 billion in assets for a diverse client base, including individuals, corporations, charitable organizations, and pension plans. They are registered with the Securities and Exchange Commission (SEC) and participate in wrap fee programs.
XML Financial Group

6901 ROCKLEDGE DRIVE

BETHESDA, MD 20817

$2.75B

Assets Under Management

34

Total Clients

29

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Beth Levine’s Registration & Firm History

MD

02/01/2019 - Present

XML Financial Group (BETHESDA MD)

MD

05/25/1995 - 04/15/2009

CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)

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Licenses & Designations

IA

Issued 09/11/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 05/24/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Beth J Levine.
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