Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Levine is a financial advisor with over 35 years of experience in the industry. Melissa has a broad range of experience, having worked with firms like VOYA FINANCIAL ADVISORS, INC. and GREEN HILL FINANCIAL SERVICE CORPORATION before joining Cetera Investment Advisers LLC. Melissa holds several licenses, including Series 6, 62, 63, and 65, as well as the SIE exam. Melissa specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Melissa is also a Certified Financial Planner.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (HARRISON NY)
NY
07/08/1993 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NEW YORK NY)
NA
10/29/1986 - 07/07/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/26/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/27/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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