Unclaimed
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 with over 25 years of experience in the industry. David is currently registered with Equity Services, Inc. and has been with the firm since December 1999. Before that, David was with Berkshire Equity Sales, Inc. based in Pittsfield, Massachusetts. David specializes in providing financial advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. He is registered to provide securities advice in California, Florida, Idaho, Maine, Massachusetts, Nevada, New Hampshire, New Jersey, New York, Rhode Island, and Washington.
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
12/07/1999 - Present
Equity Services, Inc. (ANDOVER MA)
MA
01/10/1995 - 12/06/1999
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
IA
Issued 07/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Levine is the right advisor for you? Invested Better is here to help.
