Todd S. Levine, Ricp®

Todd S. Levine, Ricp® Email and Phone Number

Are you ready to own your personal economy? @ Levine Financial Group, LLC
colts neck, new jersey, united states
Todd S. Levine, Ricp®'s Location
New York City Metropolitan Area, United States
Todd S. Levine, Ricp®'s Contact Details

Todd S. Levine, Ricp® personal email

About Todd S. Levine, Ricp®

Knowledge is your most important asset. If you're not informed, how can you possibly make the right financial decisions?Confidence comes from owning your personal economy. I work with clients to help them take control of their finances, while teaching them that understanding their plan is critical to reaching financial freedom. I draw from years of experience while sharing my knowledge, solutions, and strategies to help clients own their personal economy. If you're ready to take control of your own finances and own your personal economy, call our office at (732) 526-2922 to set up some time to chat.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1150 Raritan Road, Suite 201, Cranford, NJ 07016, (908) 709-0020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Levine Financial Group, is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0H01258. AR Insurance License #15670742.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity./COMPLIANCE:2021-5025/

Todd S. Levine, Ricp®'s Current Company Details
Levine Financial Group, LLC

Levine Financial Group, Llc

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Are you ready to own your personal economy?
colts neck, new jersey, united states
Employees:
7
Todd S. Levine, Ricp® Work Experience Details
  • Levine Financial Group, Llc
    President
    Levine Financial Group, Llc Aug 2008 - Present
    Colts Neck, Nj
    Since the beginning of his career, Todd Levine has followed his passion — helping clients build, preserve and conserve the assets they’ve worked so hard to build. Todd has earned numerous accolades for his work, placing him among the industry’s elite. He resides in northern NJ with his wife Maria and two young children, enjoys traveling with his family and is a frequent guest speaker at investor groups and at industry conferences across the U.S. Clients and colleagues point to Todd’s passion for finance and commitment to personal and professional development as the keys to the Levine Financial Group’s success. “Our job is to help people step back and view the big picture — what they want life to look like, what they need to do to get there, and how they can protect their family in the process. That, for me and my team, is what success is all about.”
  • The Player'S Plan
    Founder & Ceo
    The Player'S Plan Mar 2022 - Present
    Colts Neck, New Jersey, United States
    A premier planning experience for the elite athlete powered by Levine Financial Group.THE PLAYER'S PLAN has been designed specifically to tailor the needs of the elite athlete and their families; Positioning them to perform as well off the field as they do on it. From traditional to non-traditional investments, THE PLAYER'S PLAN will act as a guide to best navigate the broad landscape of athletic opportunity.
  • The Leukemia & Lymphoma Society
    Nj Chapter Board Trustee
    The Leukemia & Lymphoma Society Oct 2019 - Present
    Cranford, Nj
  • Bloomberg Tradebook
    Execution Sales Trader
    Bloomberg Tradebook Aug 2007 - Aug 2008
  • Jefferies & Company
    Equities Trader
    Jefferies & Company Jan 2003 - Jan 2007
  • Helfant Group Llc
    Nyse Execution Clerk
    Helfant Group Llc Mar 1999 - Jan 2003

Todd S. Levine, Ricp® Skills

Securities Investments Retirement Planning Finance Retirement Equities Financial Planning Financial Services Investment Strategies Insurance Licensed Life And Health Insurance Agent Life Insurance Bloomberg Strategic Financial Planning Disability Insurance Small Business Alternative Investments Estate Planning Financial Planners Investment Advisory Uniform Combined State Law Buy Sell Agreements Fixed Annuities Wealth Management Wealth Accumulation Term Life Insurance

Todd S. Levine, Ricp® Education Details

Frequently Asked Questions about Todd S. Levine, Ricp®

What company does Todd S. Levine, Ricp® work for?

Todd S. Levine, Ricp® works for Levine Financial Group, Llc

What is Todd S. Levine, Ricp®'s role at the current company?

Todd S. Levine, Ricp®'s current role is Are you ready to own your personal economy?.

What is Todd S. Levine, Ricp®'s email address?

Todd S. Levine, Ricp®'s email address is ts****@****aol.com

What is Todd S. Levine, Ricp®'s direct phone number?

Todd S. Levine, Ricp®'s direct phone number is +120144*****

What schools did Todd S. Levine, Ricp® attend?

Todd S. Levine, Ricp® attended The American College Of Financial Services, Stockton University, Ocean County College, Howell High School.

What skills is Todd S. Levine, Ricp® known for?

Todd S. Levine, Ricp® has skills like Securities, Investments, Retirement Planning, Finance, Retirement, Equities, Financial Planning, Financial Services, Investment Strategies, Insurance, Licensed Life And Health Insurance Agent, Life Insurance.

Who are Todd S. Levine, Ricp®'s colleagues?

Todd S. Levine, Ricp®'s colleagues are Karen Stevenson, Nicole Herrador, Jacqueline Distefano, Michael Karlin.

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