Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Levine is an investment advisor representative with Latitude Advisors, LLC, a registered investment advisor. Stephen has been in the financial services industry since 1989. Stephen has worked for several firms over the years, including Medallion Investment Services, Inc., Long Island Financial Group, Inc., and Hochman & Baker Securities, Inc. Stephen is registered to offer investment advice in Connecticut, Florida, New Jersey, New York, North Carolina, and Pennsylvania. Stephen specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Stephen also provides investment advisory services for pooled investment vehicles, including pension and profit-sharing plans.
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.
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.
Third party referral fees
1
2
FL
08/09/2021 - Present
Latitude Advisors, LLC (VERO BEACH FL)
NY
09/06/2005 - 11/18/2009
MEDALLION INVESTMENT SERVICES, INC. (BROOKLYN NY)
NY
04/05/2004 - 10/05/2005
LONG ISLAND FINANCIAL GROUP, INC. (ROSLYN NY)
CT
07/06/2000 - 04/06/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
NY
04/30/1999 - 12/13/1999
LONG ISLAND FINANCIAL GROUP, INC. (ROSLYN NY)
MA
06/09/1998 - 11/16/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
11/03/1994 - 06/10/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IL
09/15/1993 - 06/29/1994
PMG SECURITIES CORPORATION (ELGIN IL)
NY
07/23/1992 - 11/24/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
PA
05/29/1990 - 06/05/1992
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
NJ
05/25/1989 - 04/04/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/25/1989 - 04/04/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
04/25/1989 - 05/05/1989
EQUICO SECURITIES, INC.
NA
04/25/1989 - 05/05/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
01/22/1988 - 04/24/1989
WILLIAM M. CADDEN & CO., INC.
NA
12/23/1986 - 02/02/1988
MACPEG, ROSS, O'CONNELL & GOLDABER, INC.
BOTH
Issued 12/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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