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Sofia Levina is a financial_advisor professional located in Chestnut Hill, MA. They specialize in financial advisory. With over 8 years of experience, they bring deep expertise to every client.
Sofia Levina - Citizens Securities, Inc. holds an active professional license (FINRA CRD) for your protection.
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Sofia Levina is a financial advisor based in Chestnut Hill, Massachusetts, operating through Citizens Securities, Inc. With 8 years in the financial services industry, Levina brings experience in financial planning and advisory services. She holds a FINRA CRD registration, which governs her work in securities and investment advisory. Her background reflects sustained involvement in helping clients navigate financial decisions and investment strategies within a regulated framework.
Sofia Levina's FINRA CRD registration indicates she is registered with the Financial Industry Regulatory Authority, the primary regulator overseeing broker-dealers and investment professionals in the United States. This registration means she operates under FINRA's rules and must meet ongoing compliance and continuing education requirements. The CRD number serves as her official identifier within the regulatory system, allowing clients and other professionals to verify her registration status and disciplinary history through FINRA's public database. This registration is essential for anyone offering securities advice or managing investment accounts.