Peter Levine
Investment adviser representative at Velara Wealth Management Inc.
21 yearsExperience
5 statesRegistered in
ChFC®, CFP® certificationDesignations
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Velara Wealth Management Inc.Aug 2026 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Aug 2026
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 5 states (CA, GA, NJ, NY, TX).
Velara Wealth Management Inc.
$0Assets managed
0Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4022345
- Firm CRD
- 342735