Marc Barrett Levy

Current Employers

Employment History

• 02/2015 → 02/2020
  Ameriprise Financial Services, Inc.
  New York, NY
• 02/2020 → Present
  Cetera Advisors Llc
  Denver, CO
• 02/2020 → Present
  Mbl Financial Advisors
  New York, NY
• 05/2002 → Present
  Mbl Financial Group
  New York, NY
• 01/2021 → Present
  World Insurance Associates, Llc
  Tinto Falls, NJ
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Attorneys Title Llc
  Short Hills, NJ
• 02/2000 → Present
  Mbl Benefits Consulting
  New York, NY
• 01/2018 → Present
  American Insurance Center
  Millburn, NJ
• 07/2014 → Present
  Jams Profits Ii
  Livingston, NJ

Previous Registrations

• 2015-02-10 → 2020-03-09
  Ameriprise Financial Services, Llc
  New York, NY
  Mount Kisco, NY
• 2002-07-30 → 2014-11-13
  Msi Financial Services, Inc.
  New York, NY
  New York, NY

Other Businesses

1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG-TERM CARE, PROPERTY & CASUALTY 2) NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: LIFE SETTLEMEN, START DATE: 02/2020, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC 3) MBL FINANCIAL ADVISORS, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 02/2020, REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 10, DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 3) MBL FINANCIAL ADVISORS, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 02/2020, REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 10, DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 4) MBL BENEFITS CONSULTING, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, BENEFITS CONSULTING, STARTED 02/2000, CEO, APX NUMBER OF HOURS PER WEEK: 30, DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CROSS SELL GROUP HEALTH BENEFITS WITH 401K PLANS 5) MBL FINANCIAL GROUP, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, BENEFITS CONSULTING, STARTED 05/2002, OWNER, APX NUMBER OF HOURS PER WEEK: 5, MAY BE DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: PAY EXPENSES FOR MARC LEVY BUSINESS DBA 6) JAMS PROFITS II, LLC, NOT INVESTMENT RELATED, 18 TRAFALGAR DR, LIVINGSTON, NJ, 07039, NATURE, STARTED 07/2014, POSITION/TITLE/RELATIONSHIP: OWNER AND MANAGING MEMBER, APX 5 HOURS PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CONSTRUCTION AND PRIVATE LENDING 7) AMERICAN INSURANCE CENTER, NOT INVESTMENT RELATED, 288 MAIN ST, MILLBURN, NJ, 07041, PROPERTY AND CASUALTY AGENCY, STARTED 01/2018, POSITION/TITLE/RELATIONSHIP: PRESIDENT, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: SALES OF PROPERTY AND CASUALTY SALES 8) WORLD INSURANCE ASSOCIATES, LLC, INVESTMENT RELATED, 656 SHREWSBURY AVE #200, TINTON FALLS, NJ, 07701, FINANCIAL SERVICES, STARTED 01/2021, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX 40 OURS PER WEEK, 32.5 DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES; RUNNING MBL BENEFITS AND INVESTMENT ADVISORY BUSINESS THROUGH CETERA ADVISORS; 9) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: 19563 ISLAND COURT, BOCA RATON, FL 33434, NATURE OF BUSINESS: REAL ESTATE, START DATE: 01/2021, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: RECEIVES RENTAL INCOME; 9) NAME OF OTHER BUSINESS: ATTORNEYS TITLE LLC; INVESTMENT RELATED: NO; ADDRESS: 1200 MORRIS AVE, SUITE 3005, SHORT HILLS, NJ 07078; NATURE OF BUSINESS: TITLE INSURANCE AGENCY; START DATE: 9/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: HELP RUN OPERATIONS AND RELATIONSHIPS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-11-23