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James Levine

James Levine

(CRPS), Chartered Retirement Plans Specialist ℠

James A. Levine is an Investment Adviser Representative, and a registered representative of Cetera Wealth Services, LLC, member FINRA/SIPC, with a practice in Melville, NY. He holds series 7, 66, 63 securities registrations and is a Chartered Retirement Planning Specialist (CRPS®).

With more than 39 years in the financial services industry, James specializes in retirement planning and investments and is often asked to speak at national conferences and engagements as an industry resource on retirement plans. James is a graduate of Syracuse University where he earned his Bachelor of Science degree.