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Robert Michael Levine

CRD# 1517721·Registered 1986 - 1994
Previously Registered: Being a previously registered professional could mean that Robert is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Robert Michael Levine, who also goes by Bob Levine, Robert Levine, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1986 - 1994. Robert had worked at 2 firms and has passed the Series 63 and Series 22 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bob Levine, Robert Levine

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

ASKAR CORP.·CRD# 7512
BD
August 10, 1988 - April 12, 1994
KENWOOD FINANCIAL GROUP OF MINNEAPOLIS, INC.·CRD# 7415
BD
September 4, 1986 - February 29, 1988

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Current Firm

AC
ASKAR CORP.

ASKAR CORP.

CRD#: 7512 / SEC#: 8-22173
BD
Terminated by SEC on 02/06/2012

Contact Information

Established

Minnesota since 09/26/1977

Firm Type

Corporation

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
ASKAR HOLDING COMPANYOWNER—
BURMANN, MARY ELLENCHIEF COMPLIANCE OFFICER1387901

Disclosures

Regulatory Event

5

Arbitration

1

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1986About the Series 63 exam

Series 22 — Direct Participation Programs Representative Examination

Passed May 1986About the Series 22 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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