Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Levine is a financial advisor with Invst, LLC. Todd has been in the industry since 2000 and has a Series 7, 63, 66, 3, 55 and SIE license. Todd has experience in providing financial planning, portfolio management, and pension consulting services. Todd specializes in working with individuals and pension and profit-sharing plans. Todd has also been a Managing Member of SGMT Holdings, LLC, a rental property management company since 2021.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Retirement plan services-percentage of plan assets
1
2
IN
01/24/2022 - Present
Invst, LLC (INDIANAPOLIS IN)
NJ
04/02/2010 - 02/01/2022
PARK AVENUE SECURITIES LLC (CRANFORD NJ)
NY
07/17/2007 - 07/31/2008
BLOOMBERG TRADEBOOK LLC (NEW YORK NY)
NY
11/10/2004 - 03/21/2007
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
01/18/2002 - 11/01/2004
JEFFERIES EXECUTION SERVICES, INC. (NEW YORK NY)
NY
10/01/2000 - 01/14/2002
LAWRENCE HELFANT LLC (NEW YORK NY)
BOTH
Issued 11/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2000
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
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