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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Levine is a financial advisor with over 30 years of experience in the industry. He is registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Michael has a broad range of experience in securities, insurance, and investment advisory services. He specializes in working with high-net-worth individuals, families, and businesses. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He is a member of the Professional Advisory Council - Life and Legacy Committee, where he helps potential donors decide how to leave money to charity tax efficiently.
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.
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.
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TN
07/27/2023 - Present
Kestra Advisory Services, LLC (BRENTWOOD TN)
OH
11/12/1993 - 11/25/1997
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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