Jeffrey LevineCRD Number: 5322983
Current Firm: Blueprint Wealth Alliance, LLC
Jeffrey Levine (CRD# 5322983) is an Investment Advisor Representative working at Blueprint Wealth Alliance, LLC in Garden City, NY and has over 9 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.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
|Blueprint Wealth Alliance, LLC||Rockville Centre, NY||Jul 2016 - Current||1|
|American Portfolios Financial Services, Inc.||Holbrook, NY||Jul 2015 - Current||2|
|American Portfolios Advisory Services||Rockville Centre, NY||Jul 2015 - Current||2|
|Ed Slott And Company||Rockville Centre, NY||May 2009 - Current||8|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management118MILLIONS
Total Number of Accounts578ACCOUNTS
Average Account Value$204,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NH, NJ, NY, TX
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