David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA® - UBS Financial Services Inc.
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Financial ConsultantFinancial Planner
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David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA® - UBS Financial Services Inc.
888 San Clemente Drive, Newport Beach, CA
92660, United States
Frequently Asked Questions About David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA® - UBS Financial Services Inc.
What financial services does David Louis Levine at UBS Financial Services provide?
David Louis Levine offers financial consulting and planning services through UBS Financial Services Inc.
Where is David Louis Levine's UBS Financial Services office located?
The office is located at 888 San Clemente Drive, Suite 300, Newport Beach, CA 92660, USA.
How can I contact David Louis Levine for financial advice?
You can call at +1 949-717-3964 or email david.levine@ubs.com for financial consulting services.
Can I book an appointment with David Louis Levine online?
Yes, appointments can be scheduled through the reservation URL: https://advisors.ubs.com/david.levine/contact.html
What is the timezone for David Louis Levine's financial consulting office?
The office operates in the America/Los_Angeles timezone.
What is the website to learn more about David Louis Levine's financial services?
Visit https://advisors.ubs.com/david.levine/ to explore financial consulting services offered by David Louis Levine.
Which nearby financial service providers can I consider in Newport Beach?
Nearby financial service providers include Carl J. Hattermann - UBS Financial Services, Alan Freeman insurance agency, Rpm Mortgage, and ROTH Capital Partners investing firm.
Are there nearby amenities or attractions close to David Louis Levine's office in Newport Beach?
Yes, nearby attractions include the Santa Ana Country Club, Ocma Galleries museum, and the Ritz-Carlton Club & Residences Southern California Center hotel and amusement park.
Where can I find nearby dining or shopping options near David Louis Levine's office?
Nearby dining and shopping include the Gypsy Den restaurant and LiquorVerse liquor store and eatery, offering convenient options before or after your appointment.
How can nearby locations like Chase ATM or the Newport Beach Police Department assist visitors to David Louis Levine's office?
Chase ATM provides convenient cash withdrawal services nearby, while Newport Beach Police Department ensures safety and assistance in the area around the office.