Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Beth Driscoll Weinberger is a financial advisor with over 16 years of experience in the financial services industry. Amy is currently registered with Osaic Wealth, Inc. and holds Series 6, 7 and 66 licenses. Amy is a dedicated financial advisor who is committed to helping clients reach their financial goals. Amy has a proven track record of success in providing financial advice to a wide range of clients, including individuals, families, and businesses. Amy is a valuable resource for clients seeking to develop a comprehensive financial plan, manage their investments, and achieve their financial objectives.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (CAPE MAY NJ)
NJ
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CAPE MAY NJ)
NJ
03/22/2007 - 03/01/2019
QUESTAR CAPITAL CORPORATION (RIO GRANDE NJ)
BOTH
Issued 05/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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