Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Levine is a financial advisor at Cetera Investment Advisers LLC. Scott has been in the financial industry for over 16 years. He is a Registered Representative and Investment Adviser Representative and holds licenses in Connecticut and Texas. Scott has also held positions at various other firms including Voya Financial Advisors, Voya America Equities, Voya Financial Partners, LLC, Voya Retirement Advisors, LLC, and Directed Services LLC. Scott has a wide range of experience in the financial services industry, including financial planning, portfolio management, and investment advisory services.
Farmington, CT
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.
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2
CT
09/13/2023 - Present
Cetera Investment Advisers LLC (Farmington CT)
CT
01/03/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
10/14/2015 - 08/09/2018
VOYA AMERICA EQUITIES, INC. (WINDSOR CT)
CT
10/14/2015 - 08/09/2018
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CT
10/14/2015 - 06/27/2018
DIRECTED SERVICES LLC (WINDSOR CT)
CT
10/14/2015 - 09/30/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
CT
04/11/2007 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (CROMWELL CT)
NY
06/08/2005 - 11/17/2005
MMC SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 4/3/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/7/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2020
Series 4 - Registered Options Principal Examination
BC
Issued 2/3/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 2/1/2012
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 6/7/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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