Jeffrey Levin

from Dakota Wealth, LLC
SEC regulated
Regulated Investment Advisor
Jeffrey Levin is a financial advisor based in Florida, Palm Beach Gardens, with 40 years of experience. Jeffrey currently works for Dakota Wealth, LLC. Jeffrey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Levin works at Dakota Wealth, LLC
Dakota Wealth, LLC is a financial advisory firm based in Palm Beach Gardens, Florida. It currently has approximately $2,543,353,391 of assets under management and employs about 57 people. Dakota Wealth, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
25 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
11376 N. Jog Road, Suite 101, Palm Beach Gardens, Florida, 33418

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