Gregory Levine
Professional Summary
Gregory Levine, who also goes by Greg Levine, is a registered financial advisor currently at MODERN PRIVATE EQUITY PARTNERS, LLC located in Spencer, Tennessee and CONDUENT SECURITIES, LLC located in Spencer, Tennessee. Gregory is registered as a RR (Registered Representative) and started their career in finance in 2014. Gregory has worked at 6 firms and has passed the Series 63, SIE, Series 62 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Greg Levine
Similar Advisors
PJT PARTNERS LP
PFS INVESTMENTS INC.
GINSBERG FINANCIAL STRATEGIES
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PJT PARTNERS LP
PFS INVESTMENTS INC.
GINSBERG FINANCIAL STRATEGIES
LPL FINANCIAL LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PJT PARTNERS LP
PFS INVESTMENTS INC.
GINSBERG FINANCIAL STRATEGIES
LPL FINANCIAL LLC
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.
Similar Advisors
PJT PARTNERS LP
PFS INVESTMENTS INC.
GINSBERG FINANCIAL STRATEGIES
LPL FINANCIAL LLC
Years of Experience
12 years in the financial services industry
Current & Past Employments
Similar Advisors
PJT PARTNERS LP
PFS INVESTMENTS INC.
GINSBERG FINANCIAL STRATEGIES
LPL FINANCIAL LLC
Current Firm
BUCK KWASHA SECURITIES LLC | CONDUENT SECURITIES, LLC
Contact Information
Main Address
2847 Long Branch Road, Spencer, TN 38585Mailing Address
2847 Long Branch Road, Spencer, TN 38585Phone Number
(646) 734-1881Established
Delaware since 02/11/2005Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (25 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
PJT PARTNERS LP
PFS INVESTMENTS INC.
GINSBERG FINANCIAL STRATEGIES
LPL FINANCIAL LLC
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.
Similar Advisors
PJT PARTNERS LP
PFS INVESTMENTS INC.
GINSBERG FINANCIAL STRATEGIES
LPL FINANCIAL LLC
State Registrations and Notice Filings
(9/17/2024)
(11/6/2024)
(1/29/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed May 2014SRO Registrations
Similar Advisors
PJT PARTNERS LP
PFS INVESTMENTS INC.
GINSBERG FINANCIAL STRATEGIES
LPL FINANCIAL LLC
CRS (Client Relationship Summary) - BD
Click below to view Gregory Levine's CRS (Customer Relationship Summary).
Similar Advisors
PJT PARTNERS LP
PFS INVESTMENTS INC.
GINSBERG FINANCIAL STRATEGIES
LPL FINANCIAL LLC
