Anna Levine has been an investment adviser representative at Latitude Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
Anna Levine’s longest registration is the current one, under a year at GWN Securities Inc. since 2026.
- Latitude Advisors, LLCCurrent– present · under a yearLynbrook, NY · Adviser representative · Firm CRD 151001
- GWN Securities Inc.Also current– present · under a yearLynbrook, NY · Adviser representative and broker · Firm CRD 128929
Investment adviser representative registrations
Anna Levine is registered as an investment adviser representative in New York, since June 2026.
- New YorkSince 22 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 June 2026 |
| Series 7TO | General Securities Representative Examination | 30 January 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 November 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 25 September 2023 |
| SIE | Securities Industry Essentials Examination | 30 September 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Anna Cecilia Levine
- CRD
- 7751880
- Firm
- Latitude Advisors · CRD 151001
- Office
- Lynbrook, NY
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Anna Levine work?
Anna Levine is an investment adviser representative registered through Latitude Advisors, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Anna Levine a financial advisor?
Yes. Anna Levine has a current investment-adviser registration in New York, through Latitude Advisors since June 2026.
How many years of experience does Anna Levine have?
Anna Levine has 3 years in the financial industry, since September 2023, across 2 adviser firms.
What exams has Anna Levine passed?
Anna Levine has passed 5 licensing exams: the SIE, Series 79TO, Series 63, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2022.
Where is Anna Levine based?
Anna Levine’s registered office is in Lynbrook, NY.
Is Anna Levine registered with FINRA?
Yes. Anna Levine has a current broker registration, under CRD 7751880.
Source: FINRA BrokerCheck
How can I verify Anna Levine’s record?
Search CRD 7751880 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Anna Levine’s full registration record.