Daniel LevineCRD Number: 1054339
Current Firm: Td Ameritrade, Inc.
Daniel Levine (CRD# 1054339) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Indian Wells, CA and has over 32 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
First Heartland Consultants, Inc.
|Td Ameritrade||Indian Wells, CA||Aug 2015 - Current||2|
|Cuso Financial Services, LP||San Diego, CA||Feb 2014 - Jul 2015||1|
|Mml Investors Services Inc.||La Jolla, CA||Oct 2010 - Feb 2014||3|
|Mass Mutual Life Insurance Company||La Jolla, CA||May 2010 - Feb 2014||3|
|Nylife Securities||San Bernardino, CA||Apr 2004 - Aug 2010||6|
|New York Life Insurance Company||San Bernardino, CA||Dec 2003 - Aug 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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