| Advisor Profile |
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| Name: |
Peter Levine, CFP®, ChFC®, CLU® |
| Phone Number: |
(646) 350-4061 |
| Website: |
Visit Website
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| Request More Information |
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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 plan to reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you plan to reach your goals
Advisor is licensed/registered to do business with U.S. residents only in the states of CA, CT, DE, FL, IN, NJ, NY, PA.
Financial planning services and investments available through Ameriprise Financial Services, Inc., member NIFRA and SIPC
Ameriprise Financial can not guarantee future financial results |
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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: |
Businesses, Non-Profit Organizations, 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: |
Mutual Funds, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Options, Insurance, Bonds, Stocks, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)
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| Securities Licenses: |
Series 64, Series 63, Series 7
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| Insurance and Annuity Licenses: |
Annuity, Accident, Variable Annuity, Long Term Care, Variable Life, Health, Life
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Firm Information |
| Number of Advisors in Office: |
Up to 10 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®, ChFC®, CLU® |
Frequently Asked Questions |
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