Jane Levine
LPL Financial Services
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Minimum client assets required: $500,000
Minimum client income required: $100,000
Title: CFP and Comprehensive Wealth Manager
Offering advice since: 1982
Areas of expertise:
- Annuities
- Business planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Jane Levine:
* Certified Financial Planning (CFP(R)) designation from the International Board of Standards and Practices (March, 1991), and member of the Certified Financial Planners Registry since February, 1993.
* Master's degree from Ohio State University and Executive Education from University of Michigan's Business School.
* New York Stock Exchange Corporation experience (13 years): Investor Relations Director, Assistant to the Chief Financial Office and Pension Fund ($750 million) oversight.
* General Securities Principal License (Series 24), General Securities License (Series 7), Uniform Securities Agent State Law Exam (Series 63), Municipal Fund Securities Limited Principal Exam (Series 51), Futures Managed Funds License (Series 31), Life, Disability, Long Term Health Care and Annuity Licenses.
Securities Offered Through LPL Financial A Registered Investment Adviser. Member FINRA/SIPC
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
Not specified
Education:
Not specified
Will provide references upon request?
Yes
Further information about LPL Financial Services:
(Size of firm: Over 100 advisors)
LPL Financial is the largest independent broker/dealer, and deemed the best for the past 13 consecutive years*.
* Per Financial Planning magazine (based on June 1996-2008 total revenues)
Securities Offered Through LPL Financial A Registered Investment Adviser. Member FINRA/SIPC
Contact Information for Jane Levine
Phone: (925) 838-2057
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Fax: (925) 362-8205
Address for Jane Levine:
108 Margone Ct.
Danville, CA, 94526
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