Bernard
Levine

Usi Securities, Inc

CRD#5744213
Investment Advisor
in Charlotte, NC

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About this Advisor

Bernard Levine is a financial advisor based in Charlotte, North Carolina, working with Usi Securities, Inc. Bernard has previously held positions at Equitable Distributors, LLC, Bank Of New York Mellon, Equitable, Inc, Usi Consulting Group, and Usi Securities. Bernard has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Bernard is part of Usi Securities, Inc, which operates out of Charlotte, North Carolina. The firm has 14 offices and 24 employees. The services offered by the firm include the selection of other advisers. The fee structure at Usi Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, Series 63, Series 65

Services Offered

Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

6100 Fairview Road Ste 1400
Charlotte, NC 28210

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Usi Securities, Inc Brokerage Details

Total Number of Employees

24

NC Average: 35

Investment Advisory Services

  • Selection of other advisers

Bernard Levine Work History

2022 - Present (2 years)

Usi Consulting Group

2022 - Present (2 years)

Usi Securities

2021 - 2021 (< 1 year)

Equitable Distributors, LLC

2021 - 2022 (1 year)

Equitable Distributors, LLC

2019 - 2021 (2 years)

Equitable, Inc

2010 - 2019 (9 years)

Bank Of New York Mellon

Disclosures

Please visit the SEC profile of Bernard Levine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Usi Securities, Inc

Kimberly Wade
Cincinnati, OH
Nicholas Moore
Blue Bell, PA
Scott Mcquillen
Minneapolis, MN
Kimberly Youngerman
Phoenix, AZ
Gina D'Amiano
Fort Lauderdale, FL
Christopher Moreton
Glastonbury, CT
David Graver
Glastonbury, CT
Melinda Robidoux
Glastonbury, CT

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