Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Levine is a financial advisor with over 24 years of experience in the industry. David is currently registered with Cetera Financial Specialists LLC, a firm he joined in 2021. Prior to that, David was employed at AVANTAX INVESTMENT SERVICES, INC. from 1997 until 2021. David holds Series 6 and Series 63 licenses and is registered in 11 states, including Colorado, Connecticut, Florida, Maryland, Michigan, New Jersey, New York, North Carolina, Pennsylvania, Texas and Virginia. David also holds the SIE license.
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.
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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NY
01/27/2021 - Present
Cetera Financial Specialists LLC (CARMEL NY)
NY
06/06/1997 - 02/04/2021
AVANTAX INVESTMENT SERVICES, INC. (CARMEL NY)
BC
Issued 06/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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