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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Levin is a financial advisor with Dakota Wealth, LLC. Jeffrey has been a financial advisor for over 30 years, specializing in investment management, financial planning, and pension consulting. Jeffrey Levin holds Series 7, 24, 27, 53, 63, and 65 licenses. Jeffrey Levin also holds the Chartered Financial Analyst designation. Jeffrey Levin is registered with the state of Texas and Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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.
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2
FL
02/15/2022 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
VA
09/13/1996 - 11/04/1998
CARTER INVESTMENT CAPITAL, INC. (RICHMOND VA)
VA
07/26/1984 - 10/04/1994
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 04/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/18/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/30/1990
Series 24 - General Securities Principal Examination
BC
Issued 12/08/1992
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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