Melissa Jane Levine

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1986 → Present
  Melissa Levine Life Isurance And Health Sales
  New York, NY
• 09/2014 → 06/2021
  Voya Financial Advisors
  Des Moines, IA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2021 → Present
  Plan4Goals
  New York, NY
• 11/2021 → Present
  Melissa Levine & Co
  New York, NY
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2023 → 05/2026
  Plan4Goalsllc
  Mamaroneck, NY

Previous Registrations

• 2002-05-09 → 2021-06-09
  Voya Financial Advisors, Inc.
  Albany, NY
  Windsor, CT
  New York, NY
  Braintree, MA
  Malden, MA
  Windsor, CT

Other Businesses

1. NAME OF ENTITY: DOTERRA; No; 300 E 41ST #21H; NEW YORK; NY; 10036; ESSENTIAL OILS; SALES ASSOCIATE; 3/23/2018; 2; 0; SALES OF ESSENTIAL OILS| 2. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 51 E 42ND ST STE 604; NEW YORK; NY; 10017; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/26/2009; 160; 160; SALES OF FIXED INSURANCE PRODUCTS| 3. NAME OF OTHER BUSINESS: BEACHCOMBER RESORT; INVESTMENT RELATED: NO; ADDRESS: 727 OLD MONTAUK HIGHWAY #406 MONTAUK, NY 11954; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK:0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWN THE UNIT, BEACHCOMBER MANAGEMENT RENTS THE UNIT, AND CLEANS IT; 4. NAME OF OTHER BUSINESS: PLAN4GOALS ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 10/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; 5. NAME OF OTHER BUSINESS: MELISSA LEVINE & CO INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2021, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1986-12-03

Designations

• Certified Financial Planner