Matthew Levine (CRD# 1808937) is an Investment Advisor Representative working at Independent Financial Partners in Chagrin Falls, OH and has over 32 years of experience in the finance industry.
CRD# 2812948
Winslow Asset Management Inc.
CRD# 2179644
Hantz Financial Services, Inc.
CRD# 5304085
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Partners, LLC | Tampa, FL | Oct 2022 - Current | 1 |
| Key Investment Services LLC | Cleveland, OH | Apr 2012 - Oct 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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