|Other Names:||Evan M Levine, Evan Marc Levine|
Evan M. Levine, ChFC
President/Chief Compliance Officer
|Type:||Not Actively Registered|
The emphasis of Evan's practice is placed on comprehensive, transparent and client-centered financial advice. With twenty-threeyears of experience, his practice focuses on helping investors and 401-k particpants plan to achieve their long-term financial life goals and objectives covering accumulation, protection and distribution ...(see more)
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Complete Advisors Company Website
|High Net Worth Individuals|
|Pension and Profit Sharing Plans|
*The Client Types data displayed has been entered by the advisor and has not been verified.
|Mml Investors Services, Inc.||23 years, 7 months||Aug 1990 - Present|
|Massachusetts Mutual Life Insurance Comp||24 years, 9 months||Jun 1989 - Present|
No Disclosures Found
|As of Date||
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
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|Corporate Securities Limited Representative Examination||Series 62||01/26/2004|
|Uniform Securities Agent State Law Examination||Series 63||05/15/1991|
|Investment Company Products/Variable Contracts Representative Examination||Series 6||10/08/1990|
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees