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Corey Scott Levine

Cross Financial Advisors

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About Corey Scott Levine

Corey Levine is an investment advisor representative with Cross Financial Advisors, a registered investment advisor firm. Corey has been in the financial services industry since 1988. Corey is registered with the state of Oregon and holds Series 7, Series 31, Series 63 and Series 65 licenses. Corey specializes in financial planning and portfolio management for individuals.

Firm Information

Corey Levine is currently registered with Cross Financial Advisors. Cross Financial Advisors is an investment advisor headquartered in Beaverton, Oregon, with 12 licensed agents and 14 investment advisor representatives. The firm manages $346,251,122 in regulatory assets under management, primarily for individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. They offer financial planning and portfolio management services.
Cross Financial Advisors

16100 NW CORNELL ROAD #240

BEAVERTON, OR 97006

$346.25M

Assets Under Management

13

Total Clients

12

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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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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Corey Levine’s Registration & Firm History

OR

07/18/2017 - Present

Cross Financial Advisors (BEAVERTON OR)

OR

02/02/2007 - 04/12/2012

AMERIPRISE FINANCIAL SERVICES, INC. (PORTLAND OR)

OR

12/18/2001 - 02/05/2007

MORGAN STANLEY DW INC. (PORTLAND OR)

NY

06/15/2000 - 12/17/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

MA

07/12/1999 - 06/09/2000

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

CA

06/02/1992 - 07/12/1999

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

VA

03/14/1991 - 06/30/1992

GNA SECURITIES, INC. (GLEN ALLEN VA)

OR

01/24/1989 - 02/26/1991

PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)

NA

10/19/1988 - 01/30/1989

BLINDER, ROBINSON & CO., INC.

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Licenses & Designations

IA

Issued 10/22/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 10/15/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Corey Scott Levine. Review regulatory record here.
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