Syndie Tina Levien

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-09-02

FL RA
APPROVED

Since 2025-09-02

Branch Locations

3801 Pga Blvd Ste 500, Palm Beach Gardens, FL 33410 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	Palm Beach Gardens	FL	11/2014	08/2025
Ameriprise Financial Services, Llc	Palm Beach Gardens	FL	08/2025	Present

11/2014 → 08/2025

Ubs Financial Services Inc.

Palm Beach Gardens, FL
08/2025 → Present

Ameriprise Financial Services, Llc

Palm Beach Gardens, FL

Previous Registrations

2014-11-13 → 2025-09-09

Ubs Financial Services Inc.

Palm Beach Gardens, FL
2009-06-01 → 2014-11-17

Morgan Stanley

Palm Beach Gardens, FL

The Villages, FL

North Palm Beach, FL
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

The Villages, FL
1991-01-01 → 2007-04-02

Morgan Stanley Dw Inc.

Ocala, FL

Ocala, FL

The Villages, FL

Other Businesses

Board of Directors; Jewish Federation of Palm Beach County; Board of Directors; 1 Harvard Circle, #100, West Palm Beach, FL, 33409; Not Investment-Related; 09/01/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1982-03-29

S63 Uniform Securities Agent State Law Examination

1982-03-29

Designations

View on SEC IAPD