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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 has been working in the financial services industry since 1964. Stephen Levine is currently registered with Cetera Investment Advisers LLC. Stephen Levine is also registered with the state of New York as an Investment Advisor Representative. Stephen Levine has been registered with the state of Texas as an Investment Advisor Representative since 2023. Stephen Levine holds a Series 7TO, SIE, and Series 1 license. Stephen Levine is also a Chartered Financial Consultant. Stephen Levine has been registered with the state of Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, Massachusetts, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin as a broker-dealer.
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 1/5/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1961
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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