Daniel A. Levine
Professional summary
Daniel Aaron Levine, who also goes by Daniel A Levine, Daniel Aaron Levine, is a registered financial professional currently at NATIONAL FINANCIAL SERVICES LLC located in Boston, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2003. Daniel has worked at 7 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Aaron Levine's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2011 - Present
NATIONAL FINANCIAL SERVICES LLC
Office #1: 155 Seaport Blvd., Boston, MA 02210June 29, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 155 Seaport Blvd., Boston, MA 02210December 13, 2024 - Present
DIGITAL BROKERAGE SERVICES LLC
Office #1: 499 Washington Blvd, Jersey City, NJ 07310October 23, 2009 - June 23, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 27, 2007 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
February 7, 2007 - September 10, 2007
VTRADER PRO, LLC
June 30, 2003 - October 4, 2005
BROWNCO, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 11/18/2024
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationBOX Exchange LLC
Cboe BYX Exchange, Inc.
Cboe BZX Exchange, Inc.
Cboe C2 Exchange, Inc.
Cboe EDGA Exchange, Inc.
Cboe EDGX Exchange, Inc.
Cboe Exchange, Inc.
FINRA
Investors' Exchange LLC
MEMX LLC
NYSE American LLC
NYSE Arca, Inc.
Nasdaq BX, Inc.
Nasdaq ISE, LLC
Nasdaq PHLX LLC
Nasdaq Stock Market
New York Stock Exchange
Current Firm
DIGITAL BROKERAGE SERVICES LLC
CRD#: 308213 / SEC#: , 8-70512
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | MEMBER | |
| CULLARO, GIUSEPPE | PRESIDENT, CHIEF EXECUTIVE OFFICER, PRINCIPAL OPERATIONS OFFICER | 4738727 |
| MCGINTY, JOHN JR. | CHIEF COMPLIANCE OFFICER | 5560420 |
| O'BRIEN, EDWARD DANIEL | DIRECTOR | 2239064 |
| RHODES, NOAH BUTLER | PRINCIPAL FINANCIAL OFFICER | 6546392 |
| WEAVER, BRYAN ROBERT | CHIEF LEGAL OFFICER | 2933941 |
Red Flags
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Company Information
DIGITAL BROKERAGE SERVICES LLC
CRD#: 308213Boston, MA 02210TRUST BUT VERIFY
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