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LL

Linda C. Levyne

PLANTE MORAN INSURANCE AGENCY
Denver, CO 80237
Some features on this profile are disabled
CRD#: 2570997
LL

Professional summary

Linda Crosbie Levyne, who also goes by Linda Anne Crosbie, is a registered financial professional currently at PLANTE MORAN INSURANCE AGENCY located in Denver, Colorado and VALMARK SECURITIES, INC. located in Schaumburg, Illinois.

Linda is registered as a RR (Registered Representative) and started their career in finance in 1995. Linda has worked at 8 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Linda Anne Crosbie

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Linda Crosbie Levyne's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 2, 2023 - Present

PLANTE MORAN INSURANCE AGENCY

Office #1: 8181 E Tufts Ave., Denver, CO 80237
BD
CRD#: 127257
Denver, CO
Current

November 8, 2023 - Present

VALMARK SECURITIES, INC.

Office #1: 200 N. Martingale 9th Floor, Schaumburg, IL 60173Office #2: 8181 E. Tufts Ave. Suite 600, Denver, CO 80237
BD
CRD#: 31243
Schaumburg, IL
Past

February 16, 2011 - December 5, 2022

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
West Palm Beach, FL
Past

April 1, 2006 - February 9, 2011

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
NEW YORK CITY, NY
Past

March 5, 2003 - April 1, 2006

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

March 4, 1999 - October 28, 2002

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

April 22, 1996 - June 5, 1998

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

April 10, 1995 - April 9, 1996

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(12/19/2024)
RR
Colorado
(11/8/2023)
RR
Florida
(11/8/2023)
RR
Illinois
(11/8/2023)
RR
Michigan
(2/3/2025)
RR
Montana
(12/23/2024)
RR
New Mexico
(10/4/2024)
RR
Oregon
(6/18/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 4/21/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/7/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 5/27/2011
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VS
VALMARK SECURITIES, INC.
VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: , 8-45463

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Mailing Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Phone number
(800) 765-5201
Established
Ohio since 12/08/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VALMARK INVESTMENTS, LLCSHAREHOLDER
CALLAHAN, CALEB JONATHANEVP, CHIEF OPERATING OFFICER5011454
KOZENKO, ELIZABETH ERINFINOP6218110
RYBKA, LAWRENCE JOSEPHPRESIDENT, CEO1661511
WILBURN, DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL1407686

Disclosures

Regulatory Event4

Red Flags

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.

Company Information

VALMARK SECURITIES, INC.

CRD#: 31243Denver, CO 80237

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