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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 Cetera Investment Advisers LLC in Holbrook, NY. Stephen has been in the industry since 1961 and has experience in the securities industry. Stephen Levine has a Series 7TO, SIE and Series 1 license. Stephen is registered in 29 states and also has a registered investment advisor license in New York and Texas. Stephen's specializations include financial planning, pension consulting, portfolio management, and educational seminars. Stephen is also the owner of Stephen Levine & Associates LTD. Stephen is a Chartered Financial Consultant.
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 (HOLBROOK NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (HOLBROOK NY)
NY
06/10/1982 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
11/06/1963 - 12/23/1981
BONDED PLANNING CORPORATION
NA
04/06/1970 - 09/01/1977
BERKSHIRE EQUITY SALES, INC.
BC
Issued 01/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1961
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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