| Advisor Profile |
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| Name: |
Peter Levine, CFP® |
| Phone Number: |
(917) 512-8145 |
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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.
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General Information |
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| Name of Broker/Dealer: |
Ameriprise Financial Services, Inc.
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| States Licensed in: |
CA, CT, DE, FL, IN, NJ, NY, PA
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| Years of Experience in Financial Services: |
9
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| Number of Years with Current Firm: |
9
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| I work with the following types of clients: |
Individual Investors
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Education |
| Academic Background |
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| Bachelor of Science degree - Purdue University |
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Services |
| Investment Types: |
Annuities, Stocks, Mutual Funds, Alternative Investments, Mortgages & Real Estate, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLUŽ)
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| Securities Licenses: |
Series 7
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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Compliance |
| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee
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| Fee % Based on Assets: |
1.25%
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| Prepared By: |
Peter Levine, CFP® |
Frequently Asked Questions |
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