Jeffery R. Levine
Professional summary
Jeffery Robin Levine, who also goes by Jeffery Robin Levin, Jeffery R Levine, is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Irwin, Pennsylvania.
Jeffery is registered as a RR (Registered Representative) and started their career in finance in 1990. Jeffery has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffery Robin Levine's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 14, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 311 Main St, Irwin, PA 15642Office #2: 1509 N. El Camino Real Ste. 7, San Clemente, CA 92672January 19, 2018 - August 24, 2020
PARK AVENUE SECURITIES LLC
July 1, 2015 - December 5, 2017
CITIZENS SECURITIES, INC.
May 24, 2004 - May 27, 2015
COMERICA SECURITIES
April 30, 2002 - May 17, 2004
CINCINNATI ANALYSTS, INC.
July 13, 1998 - April 11, 2002
CETERA WEALTH SERVICES, LLC
April 2, 1997 - July 21, 1998
NEW ENGLAND SECURITIES
January 3, 1995 - April 1, 1997
PINEBRIDGE SECURITIES LLC
June 20, 1991 - December 31, 1994
EQUITY SERVICES, INC.
August 7, 1990 - June 12, 1991
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/14/2020)
(9/14/2020)
Exams
FINRA
Current Firm
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD#: 39543 / SEC#: , 8-48740
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMBRIDGE INVESTMENT GROUP, INC. | SHAREHOLDER/HOLDING COMPANY | |
| BELL, COLLEEN MCGUIRE | PRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR | 5077188 |
| BOEN, RYAN | EVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER | 7842316 |
| KUHLMAN, RICHARD HENRY | SVP, CHIEF LEGAL OFFICER | 7076563 |
| MILLER, SETH AARON | PRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR | 5495508 |
| ROBBINS, TAMMY ANN | EXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER | 3125668 |
| ROLLINS, EDDIE THOMAS | EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT | 1523500 |
| SHAFER, ANDREA LYNN | EVP, CHIEF SUPERVISION OFFICER | 5448499 |
| STONE, CARLA JEAN | FIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER | 3193985 |
| TURNER, GREGORY WALTER | EVP, CONSULTING SERVICES | 3144311 |
| VEST, VALARIE KNOBLOCK | EVP, CHIEF EXPERIENCE OFFICER | 3074142 |
| VIVACQUA, JEFFREY FRANCIS | PRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR | 2608892 |
| WEBBER, AMY LYNN | CEO, SECRETARY; DIRECTOR | 1812670 |
| YOUHN, STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | 1414691 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 4 |
Red Flags
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