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JL

Jeremy A. Levine

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CRD#: 2700760
JL

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.

Jeremy Avram Levine, who also goes by Jeremy Levine, was a registered financial professional .

Jeremy is a previously registered financial professional and started their career in finance in 1996. Jeremy had worked at 9 firms and has passed the Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeremy Levine

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)


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

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


Past

April 16, 2012 - December 19, 2012

COASTAL TRADE SECURITIES, LLC

BD
CRD#: 148246
SHORT HILLS, NJ
Past

May 3, 2011 - April 16, 2012

AVATAR SECURITIES, LLC

BD
CRD#: 147763
NEW YORK, NY
Past

September 24, 2007 - June 16, 2009

MADISON PROPRIETARY TRADING GROUP, LLC

BD
CRD#: 139818
NEW YORK, NY
Past

May 18, 2006 - September 27, 2007

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

February 27, 2004 - June 17, 2004

TRILLIUM BROKERAGE SERVICES, LLC

BD
CRD#: 120064
NEW YORK, NY
Past

August 16, 2002 - December 17, 2003

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

November 30, 2000 - September 11, 2002

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

January 28, 2000 - December 20, 2000

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

May 2, 1997 - January 28, 2000

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

November 26, 1996 - April 21, 1997

ONYX TRADING CORPORATION

BD
CRD#: 39881
BELLEVUE, WA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/5/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 12/31/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


CT
COASTAL TRADE SECURITIES, LLC
COASTAL 1 TRADING, LLC | COASTAL TRADE SECURITIES, LLC

CRD#: 148246 / SEC#: , 8-67999

BD
Cancelled by SEC on 11/20/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/07/2008
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CT HOLDINGS GROUP, LLCHOLDING COMPANY
APOLITO, CHRISTOPHER MMANAGING DIRECTOR2891689
MCGOVERN, MICHAEL ROBERTFINOP2522332
PRESTON, MARC AUIMANAGING DIRECTOR3042037

Disclosures


Regulatory Event6

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


COASTAL TRADE SECURITIES, LLC

CRD#: 148246

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