Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Levin is an investment advisor representative with Ameriprise Financial Services, LLC. Steven has over 30 years of experience in the financial services industry. Steven has been registered with FINRA since 1983 and is currently licensed in 29 states. Steven is also a registered investment advisor in Florida and Texas. Steven’s specializations include investment advisory, securities, mutual funds, variable annuities, life insurance, and fixed annuities. Steven works with a variety of clients, including individuals, businesses, trusts, estates, and charitable organizations. Steven provides financial planning, portfolio management, and asset allocation services. Steven is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
Asset allocation services
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
12/03/2014 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
01/13/2009 - 11/26/2014
WELLS FARGO ADVISORS, LLC (CORAL SPRINGS FL)
FL
07/30/2004 - 01/27/2009
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
NJ
04/28/2000 - 08/20/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/28/1991 - 05/03/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
01/29/1985 - 02/12/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
07/21/1984 - 01/04/1985
RICHARDSON GREENSHIELDS SECURITIES INC.
NA
10/26/1983 - 07/16/1984
ARCH W. ROBERTS & CO.
BC
Issued 08/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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