Featured Business Financial Advisor in New York, NY
New York Financial Advisors
Ameriprise Financial Services, Inc.
481 8th Avenue, Suite 1130
New York, NY 10001
(212) 967-1428
Advisor Profile
Peter Levine CFP, ChFC, CLU
Name:  Peter Levine CFP, ChFC, CLU
Phone Number:  (212) 967-1428
Website:  Visit Website

About Ameriprise Financial Services, Inc.

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 personalized and knowledgeable advice. Advisor is licensed/registered to do business with U.S. residents only in the states of CA, CT, DE, FL, IN, IL, IA, NJ, NY, NV, MA, NC, PA. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

Ameriprise Financial can not guarantee future financial results.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER? and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board?s initial and ongoing certification requirements.
 

General Information

Name of Broker/Dealer:    Ameriprise Financial Services, Inc.
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Insurance License#:    CA 0I67467
Number of Years with Current Firm:    20
States Licensed in:    CA, CT, DE, FL, IN, NJ, NY, PA, VA, NC, NV
Firm CRD#:    6363
CRD#:    4022345
Gender:    Male
Years of Experience in Financial Services:    20
 

Education

Academic Background
 
Bachelor of Science degree - Purdue University
 

Services

I can meet clients in the following ways:    Via phone, At my office
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident
Securities Licenses:    Series 7, Series 63
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ practitioner
 

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 and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Flat Fee, Commissions
 
 
 
 
 
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