Jeffrey S. Levine
Professional summary
Being a previously registered professional could mean that this person 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.
Jeffrey Scott Levine, who also goes by Jeffrey S Levine, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1991. Jeffrey had worked at 10 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 16, 2014 - January 29, 2016
INFINITY FINANCIAL SERVICES
September 15, 2014 - January 29, 2016
INFINITY FINANCIAL SERVICES
October 16, 2013 - December 31, 2015
MONARCH BAY ADVISORS, LLC
August 27, 2009 - September 4, 2014
BOUSTEAD SECURITIES, LLC
May 10, 2006 - September 28, 2012
FISHER INVESTMENTS
November 5, 2001 - August 28, 2002
BROADBAND CAPITAL MANAGEMENT, LLC
September 4, 1998 - October 3, 2001
AUGMENT SECURITIES INC.
November 1, 1995 - August 10, 1998
PARAMOUNT BIOCAPITAL, INC.
June 8, 1994 - October 17, 1995
GRUNTAL & CO., L.L.C.
December 1, 1993 - July 5, 1994
THE STAMFORD COMPANY, INC.
May 8, 1991 - December 9, 1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
INFINITY FINANCIAL SERVICES
CRD#: 144302 / SEC#: , 8-67647
Contact information
FINRA licenses (48 States and Territories)
Disclosures
| Regulatory Event | 3 |
Red Flags
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