Michael H. 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.
Michael Harry Levine was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 1981. Michael had worked at 3 firms and has passed the Series 65, Series 63, Series 3 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
January 27, 2003 - August 22, 2022
B & L ASSET MANAGEMENT, LLC
September 9, 2002 - February 5, 2003
BALIS LEWITTES & COLEMAN, INC.
November 17, 1993 - February 5, 2003
BALIS LEWITTES & COLEMAN, INC.
October 26, 1993 - November 17, 1993
BALIS LEWITTES & COLEMAN, INC.
July 20, 1981 - November 23, 1993
BALIS & ZORN INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
B & L ASSET MANAGEMENT, LLC
CRD#: 124811 / SEC#: 801-61735
Contact information
Regulatory assets under management
| Total Number of Accounts | 207 |
| AUM (Assets Under Management) | $ 163,209,281 |
Red Flags
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