Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryant? Claim Your ProfileBryant Paul Weintraub is a financial advisor registered with Ameriprise Financial Services, LLC. Bryant has been a financial advisor for over 30 years and is experienced in providing financial advice for individuals, businesses, and retirement plans. Ameriprise Financial is a leading financial services company with a history of providing high-quality financial advice to clients. The firm's mission is to help clients achieve their financial goals. They offer a variety of financial products and services, including investment management, financial planning, retirement planning, and insurance.
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.
Asset allocation services
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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NY
03/03/2010 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
NY
07/21/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MELVILLE NY)
NY
04/06/2001 - 07/28/2006
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
MI
02/06/1992 - 04/05/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
02/23/1988 - 11/05/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/1994
Series 24 - General Securities Principal Examination
BC
Issued 08/20/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/22/1992
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/29/1988
Series 3 - National Commodity Futures Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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