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Peter Levine CFP®, ChFC®, CLU®

Ameriprise Financial Services, Inc.

481 8th Avenue
Suite 1130

New York, NY 10001
(212) 9671428

About Ameriprise Financial Services, Inc.

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you plan to reach your financial goals through personalized and knowledgeable advice. Advisor is licensed/registered to do business with U.S. residents only in the states of CA, CT, DE, FL, IN, IL, IA, NJ, NY, NV, MA, NC, PA. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

Ameriprise Financial can not guarantee future financial results.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

General Information

Firm Start Year

1999

CRD#

4022345

Firm CRD#

6363

Insurance License#

CA 0I67467

Name of Broker/Dealer

Ameriprise Financial Services, Inc.

States Licensed in

CA, CT, DE, FL, IN, NJ, NY, PA, VA, NC, NV

Years of Experience in Financial Services

20

Number of Years with Current Firm

20

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types

Stocks, Insurance, Bonds, Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, Via phone

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ practitioner

Securities Licenses

Series 63, Series 7

Insurance and Annuity Licenses

Accident, Annuity, Life, Long Term Care, Variable Annuity, Variable Life, Health

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Flat Fee

Education

Bachelor of Science -

Purdue University
-