Jeffrey Levine, financial advisor Holbrook NY
93 score

Jeffrey Levine

CRD Number: 5322983
Current Firm: American Portfolios Advisors, Inc.

Jeffrey Levine (CRD# 5322983) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 8 years of experience in the finance industry. Jeffrey Levine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Blueprint Wealth Alliance, LLC Rockville Centre, NY Jul 2016 - Current < 1
American Portfolios Financial Services, Inc. Holbrook, NY Jul 2015 - Current 1
American Portfolios Advisory Services Rockville Centre, NY Jul 2015 - Current 1
Ed Slott And Company Rockville Centre, NY May 2009 - Current 7
First Allied Advisory Services, Inc. Miami, FL Jul 2012 - Jul 2015 3
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Jul 2015 3
First Allied Securities, Inc. San Diego, CA Jul 2009 - Jul 2015 6
National Planning Corporation Coral Gables, FL Dec 2007 - Jul 2009 1
Unemployed N/a, FL Jun 2007 - Nov 2007 < 1
Nautical Cruise Lines Freeport, NY May 2003 - May 2007 4
Suny College At Oneonta Oneonta, NY Sep 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Jeffrey A. Levine
Phone Number: 631-439-4600 X127
Registered State(s):
  • CA
  • NJ
  • FL
  • CT
By the Numbers
  • Total Assets Under Management
    2,864
    MILLIONS
  • Total Number of Accounts
    14,826
    ACCOUNTS
  • Average Account Value
    $193,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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