Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Levine is a financial professional with over 30 years of experience in the financial services industry. Currently, Jeffery is registered with Cambridge Investment Research, Inc., and has two branch office locations, one in Irwin, PA and one in San Clemente, CA. Jeffery has held past registrations with various firms, including Park Avenue Securities LLC, Citizens Securities, Inc., Comerica Securities, Capital Analysts, Incorporated, Financial Network Investment Corporation, New England Securities, AIG Equity Sales Corp., Equity Services, Inc., and Sun Investment Services Company. Jeffery has passed several industry exams including the Series 6, Series 7, and SIE.
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
PA
09/14/2020 - Present
Cambridge Investment Research, Inc. (Irwin PA)
MI
01/19/2018 - 08/24/2020
PARK AVENUE SECURITIES LLC (SOUTHFIELD MI)
MI
07/01/2015 - 12/05/2017
CITIZENS SECURITIES, INC. (FARMINGTON HILLS MI)
MI
05/24/2004 - 05/27/2015
COMERICA SECURITIES (FARMINGTON MI)
OH
04/30/2002 - 05/17/2004
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
CA
07/13/1998 - 04/11/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
04/02/1997 - 07/21/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
01/03/1995 - 04/01/1997
AIG EQUITY SALES CORP. (NEW YORK NY)
VT
06/20/1991 - 12/31/1994
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
08/07/1990 - 06/12/1991
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 08/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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