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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Levine is a financial advisor in Garden City, New York. David Levine is a registered representative of Ameriprise Financial Services, LLC and has been in the industry since August 11, 1999. David Levine is also registered as an investment advisor representative. David Levine has passed the Series 63, SIE, and Series 7 exams. David Levine specializes in retirement planning, college savings, and investment management. David Levine is committed to providing his clients with personalized financial advice and helping them reach their financial goals. David Levine offers a variety of financial services, including retirement planning, college savings, investment management, and financial planning. David Levine's office is located at 377 Oak St STE 103, Garden City, NY 11530-6553.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
10/03/2006 - Present
Ameriprise Financial Services, LLC (GARDEN CITY NY)
MN
08/12/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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