Nathan Patrick Levin

Current Employers

Employment History

• 07/2016 → 12/2017
  Edward Jones
  St Louis, MO
• 01/2018 → 03/2020
  Ameriprise Financial Services, Inc.
  Glenview, IL
• 03/2020 → 04/2024
  Ameriprise Financial Services, Llc
  Glenview, IL
• 04/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2024 → Present
  Traverse Financial Solutions
  Lake Zurich, IL

Previous Registrations

• 2018-01-15 → 2024-04-25
  Ameriprise Financial Services, Llc
  Glenview, IL
• 2016-08-31 → 2018-01-04
  Edward Jones
  Maryland Heights, MO
  St Louis, MO
  Northbrook, IL

Other Businesses

1. NAME OF OTHER BUSINESS: MANORS OF HIGHLAND PARK CONDO ASSOCIATION BOARD; INVESTMENT RELATED: NO; ADDRESS: HIGHLAND PARK, IL 60035; NATURE OF BUSINESS: CONDO ASSOCIATION; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS AND PARTICIPATE IN DECISIONS REGARDING CHANGES TO THE CONDO ASSOCIATION BUDGET OR ANY MANNERS THAT FALL UNDER THE SCOPE OF THE CONDO ASSOCIATION BOARD PER THE BYLAWS OF THE ASSOCIATION; 2. NAME OF OTHER BUSINESS: TRAVERSE FINANCIAL SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: REGISTERED ADMIN; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATION OF CLIENT FINANCIAL PLANNING, INVESTMENT RECOMMENDATIONS, AND WORKING WITH THE VARIOUS PRODUCT SOLUTIONS USED TO CARE FOR THE FINANCIAL NEEDS OF CLIENTS;

Exams

• S66 Uniform Combined State Law Examination
  2016-08-29

Designations

Other Names

• Nathan Levin
• Nathan Patrick Levin