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 a financial advisor associated with Cetera Investment Advisers LLC and has been in the industry since November 24, 2010. Stephen holds Series 6, 7, 63 and 65 licenses. Stephen has experience working with individuals, corporations, charitable organizations, pension plans and others. Stephen is registered in 15 states. Stephen is also a Fixed Insurance Agent. Stephen is the owner of Tradewins Financial, LLC, which provides expense management services. Stephen is a fishing enthusiast who participates in bass fishing tournaments.
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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NY
03/21/2024 - Present
Cetera Investment Advisers LLC (ROCHESTER NY)
NY
11/25/2010 - 12/17/2012
METLIFE SECURITIES INC. (ROCHESTER NY)
IA
Issued 05/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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