Verified
David J. Levine is a registered representative of J.P. Morgan Securities LLC in Los Angeles, CA. David has been in the securities industry since 2010 and has a Series 7, Series 63, and Series 65 license. He is also a registered investment advisor. David specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. He offers services to a wide range of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. David is committed to providing his clients with personalized advice and investment strategies that meet their individual needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/02/2015 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
NY
06/24/2013 - 04/01/2014
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
07/01/2010 - 06/27/2013
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
IA
Issued 11/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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