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Jonathan F Levine

National Financial Services LLC

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About Jonathan F Levine

Jonathan F. Levine is a financial professional with over 20 years of experience in the industry. Currently, Jonathan Levine is associated with National Financial Services LLC, a firm that focuses on providing investment advisory services. Jonathan Levine previously worked with BANC OF AMERICA INVESTMENT SERVICES, INC. and QUICK & REILLY, INC. Jonathan F. Levine holds a Series 7, Series 66, and SIE licenses, demonstrating a commitment to ongoing professional development. Jonathan Levine is a registered representative in the state of Rhode Island.

Firm Information

Jonathan Levine is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jonathan Levine’s Registration & Firm History

RI

07/25/2007 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

10/20/2004 - 02/05/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)

NY

07/03/2000 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/20/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan F Levine.
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