Peter Levine

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer" recognition in:

"Unbiased, puts my interest first"

"Explains things in understandable terms"

"Understands me and shares my values"

I'm proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Advisor is licensed/registered to do business with U.S. residents only in the states of AZ, CA, CT, DE, FL, GA, IN, IL, IA, NC, NJ, NY, NV, MA, PA, VA. Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

An Ameriprise Financial Franchise

Ameriprise Financial can not guarantee future financial results.

Certified Financial Board of Standards, Inc. (CFP Board) owns the CFP® certification mark., the CERTIFIED PLANNER^TM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Wants & Pricing Report (April 2020, the most recent report) from the Hearts & Wallets Investor QuantitativeTM Database. In this annual syndicated survey respondents are asked to rate their financial services providers in a variety of areas on a scale of 0 (not at all satisfied) to 10 (extremely satisfied). 5,461 respondents provided 8,700 sets of ratings. The report designates Hearts & Wallets Top Performers in areas where customer ratings for one or more providers are distinctively higher than customer ratings of other providers. For each area there may be several Top Performers. The survey does not seek to designate any provider as first or the only Top Performer. This rating is not indicative of future performance and may not be representative of any one client's experience, as the rating is an average of a sample of client experiences. Ameriprise paid a fee to Hearts & Wallets to cite the results of the survey.

Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.

The Confident Retirement approach is not a guarantee of future financial results. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

See Disclosures

Firm Start Year

1999

CRD#

4022345

Firm CRD#

6363

Insurance License#

CA 0I67467

Name of Broker/Dealer

Ameriprise Financial Services, LLC

States Licensed in

AZ, CA, CT, DE, FL, GA, IA, IL, IN, MA, NC, NJ, NV, NY, PA, VA.

Years of Experience in Financial Services

21

Number of Years with Current Firm

21

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management

Investment Types

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

Can meet clients in the following ways

Our Office, Phone, Email, Video Conference

Registered Representative

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Certifications, Accreditations & Designations

CFP^®, ChFC^®, CLU^®

Securities Licenses

Series 63, Series 7

Insurance and Annuity Licenses

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

Financial Organization Memberships

Financial Planning Association (FPA)

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Flat Fee

Bachelor of Science -

Purdue University
-

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1816377/financialadvisor-ameriprise-financial-services,-llc-detailed-disclosure