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Daniel Robert Levy

Cetera Advisor Networks LLC

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About Daniel Robert Levy

Daniel Levy is a financial advisor with Cetera Advisor Networks LLC. He has over 30 years of experience in the financial industry, and is registered with the Financial Industry Regulatory Authority (FINRA) as well as the states of Florida and New York. He has also held past roles at North Ridge Securities Corp., DESCAP Securities, Inc., TIMECAPITAL SECURITIES CORPORATION and MONY SECURITIES CORP. Daniel has a wide range of licenses and certifications, including Series 7, 24, 4, 28, 63, 99TO and SIE.

Firm Information

Daniel Levy is currently registered with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a Limited Liability Company formed in 2012. The firm is registered with the SEC and in 53 states. It is approved to provide advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

695

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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Daniel Levy’s Registration & Firm History

NY

01/04/2019 - Present

Cetera Advisor Networks LLC (MELVILLE NY)

NY

09/26/1990 - 02/04/2019

NORTH RIDGE SECURITIES CORP. (MELVILLE NY)

NY

03/27/1985 - 09/25/1990

DESCAP SECURITIES, INC. (NEW YORK NY)

NA

01/24/1984 - 04/08/1985

TIMECAPITAL SECURITIES CORPORATION

NA

08/23/1983 - 01/10/1984

MONY SECURITIES CORP.

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Licenses & Designations

BC

Issued 06/12/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 08/14/1990

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 04/11/1986

Series 4 - Registered Options Principal Examination

BC

Issued 04/24/1984

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Robert Levy.
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