Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Levinson is an investment advisor representative and a registered representative with Equitable Advisors, LLC. Steven has been working in the financial services industry since May 1988. Steven has been affiliated with Equitable Advisors, LLC since December 2023. Steven has previously worked for Ameriprise Financial Services, LLC and Wells Fargo Advisors, LLC. Steven is licensed in California, Florida, Ohio, and Pennsylvania. Steven holds the Series 63, Series 65, Series 7 and SIE securities licenses. Steven offers a range of investment advisory services, including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Steven is also a licensed insurance agent and is the owner/president of Water Promotions, Inc.
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
FL
04/08/2024 - Present
Equitable Advisors, LLC (BOCA RATON FL)
FL
06/12/2009 - 12/15/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Boca Raton FL)
FL
09/27/1993 - 06/17/2009
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
NJ
05/25/1988 - 11/16/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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