Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Levine is a financial advisor with over 30 years of experience in the financial services industry. Matthew is currently registered with Independent Financial Partners, LLC in Ohio. Matthew has previously held positions at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Key Investment Services LLC and KeyBanc Capital Markets Inc.. Matthew holds the Series 7, Series 63 and Series 66 licenses, as well as the SIE exam. Matthew specializes in working with individuals, high-net-worth individuals, corporations, and retirement plans. Matthew provides financial planning, pension consulting, and investment advisory services.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
10/18/2022 - Present
Independent Financial Partners (TAMPA FL)
OH
04/11/2012 - 10/25/2022
KEY INVESTMENT SERVICES LLC (MIDDLEBURG HEIGHTS OH)
OH
10/13/2010 - 03/29/2012
UBS FINANCIAL SERVICES INC. (PEPPER PIKE OH)
OH
10/17/2008 - 04/14/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAGRIN FALLS OH)
OH
05/18/1993 - 07/02/2007
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
MO
09/04/1990 - 04/28/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
01/24/1989 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
BOTH
Issued 10/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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