Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Levine is a financial advisor with over 28 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and has previously worked with Royal Alliance Associates, Inc., Prime Capital Services, Inc., David Lerner Associates, Inc., and Stratton Oakmont Inc. Edward is licensed in 47 states as a Registered Representative, and 12 states as an Investment Advisor Representative. He offers a variety of financial planning and advisory services to individuals, families, and businesses.
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.
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.
1
2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (HAUPPAUGE NY)
NY
12/02/2002 - 03/19/2008
ROYAL ALLIANCE ASSOCIATES, INC. (HAUPPAUGE NY)
NY
02/22/1999 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
09/26/1995 - 03/05/1999
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
06/13/1995 - 09/11/1995
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
IA
Issued 10/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Levine is the right advisor for you? Invested Better is here to help.
