David Levine

David Levine

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Phone: 617-965-7777
Fax: 617-965-7017
E-mail:


 

PROFESSIONAL SPECIALTIES
Financial Services for retirement, insurance, and estate planning

PROFESSIONAL QUALIFICATIONS
Practiced in public accounting for 12 years*
Practicing in financial services for over 14 years

EDUCATION
Masters in Business Administration
Graduated with distinction
Babson College, MA

Masters of Science in Taxation
Babson College, MA

Bachelor of Science
UMASS Amherst, MA

PERSONAL
Married, with two adult children


David is licensed to sell life insurance in the states of Florida, Massachusetts, New Hampshire, New Jersey, New York, and Rhode Island.

David Levine is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in the states of Florida, Massachusetts, New Hampshire, New York, and Rhode Island.

*David no longer provides tax advice or CPA Services.