Wiseradvisor
Featured Business Business Profile Advertise
New York Financial Advisors
Ameriprise Financial Services, Inc.
481 8th Avenue, Suite 507
New York, NY 10001
(917) 512-8145
Advisor Profile
Name: Peter Levine, CFP®
Phone Number: (917) 512-8145
Research This Advisor
Request More Information
Services:
First name:
Last name:
Email:
Phone: -
Best Time:

Business Description

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals

Advisor is licensed/registered to do business with U.S. residents only in the states of NY, NJ, CT, FL.
 

General Information

Gender:    Male
CRD#:    4022345
Firm CRD#:    6363
Name of Broker/Dealer:    Ameriprise Financial Services, Inc.
States Licensed in:    CA, CT, DE, FL, IN, NJ, NY, PA
Years of Experience in Financial Services:    9
Number of Years with Current Firm:    9
I work with the following types of clients:    Individual Investors
 

Education

Academic Background
 
Bachelor of Science degree - Purdue University
 

Services

Investment Types:    Annuities, Stocks, Mutual Funds, Alternative Investments, Mortgages & Real Estate, Bonds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLUŽ)
Securities Licenses:    Series 7
 

Firm Information

Number of Advisors in Office:    10 - 99 employees
 

Compliance

Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Compensation Methods:    Based on Assets, Commissions, Flat Fee
Fee % Based on Assets:    1.25%
 
 
 
Prepared By: Peter Levine, CFP®