Sam Levin

Sam Levin: Email & Phone Number

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Investment Specialist Trainee at Merrill Lynch|Jacksonville, Florida, United States

Position:

Investment Specialist Trainee at Merrill Lynch

Location:

Jacksonville, Florida, United States

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Last updated: 2026-08-25
Updated: 2026-08-25

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Work Experience 1 year

Investment Specialist Trainee at Merrill Lynch

May 2026 - Current

Wealth Planner at Congruent Wealth

Oct 2025 - Mar 2026

Sam holds Series 66, Series 7, and Series 65 certifications.

Education

Bachelor of Science - BS at Elon University

The Bolles School

Sam Levin Namesakes

Name
Company
Position
Sam Levin
BLUMARINE GROUP, LLC
Office Manager
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