Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Levine is a financial professional with over 40 years of experience in the financial services industry. Donald has a broad range of experience in various sectors, including investment banking, financial advisory, and asset management. Donald has held positions at several prominent firms including Wells Fargo Clearing Services, LLC, Investacorp, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Phoenix Equity Planning Corporation, WS Griffith Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, 1717 Capital Management Company, Sun Investment Services Company, and Mutual Benefit Financial Service Company. Currently, Donald is affiliated with The Leaders Group, Inc. based in Littleton, Colorado. Donald is a licensed securities professional with a strong track record in the financial services industry.
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.
1
2
CO
10/01/2019 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CA
09/13/2017 - 10/17/2019
WELLS FARGO CLEARING SERVICES, LLC (PALO ALTO CA)
WA
02/02/2017 - 09/07/2017
INVESTACORP, INC. (SEATTLE WA)
CA
02/12/2008 - 11/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
CT
03/11/2003 - 12/06/2007
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
02/22/2002 - 09/06/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
08/06/2001 - 03/13/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/06/2001 - 03/13/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
DE
06/13/1997 - 06/12/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
08/01/1991 - 06/27/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
07/27/1982 - 07/26/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 03/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/26/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Levine is the right advisor for you? Invested Better is here to help.
