Daniel Levine, financial advisor Indian Wells CA
93 score

Daniel Levine

CRD 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 30 years of experience in the finance industry.

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Company Name Location Dates Years
Td Ameritrade Indian Wells, CA Aug 2015 - Current 1
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
Contact Info for Daniel B. Levine
Phone Number: (800) 669-3900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • 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, VI, 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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