Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Weinberg is a financial advisor with over 20 years of experience in the industry. Brandon is registered with Bankers Life Advisory Services, Inc. and has previously been registered with ProEquities, Inc., UVEST Financial Services Group, Inc., AFS Brokerage, Inc., Park Avenue Securities LLC, and Signator Investors, Inc. Brandon holds Series 6, 7, 24, 63, 65, and 66 licenses. Brandon's specializations include financial planning, portfolio management for individuals, educational seminars and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
09/14/2018 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
NJ
06/05/2010 - 05/26/2016
PROEQUITIES, INC. (MOUNT LAUREL NJ)
NJ
01/10/2005 - 05/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MOUNT LAUREL NJ)
TX
05/21/2003 - 01/13/2005
AFS BROKERAGE, INC. (AUSTIN TX)
NY
05/23/2002 - 02/03/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
12/05/1997 - 04/16/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 08/22/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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