Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Weinberg is a Registered Representative and Investment Adviser Representative associated with Allsquare Wealth Management, LLC with over 35 years of experience in the financial services industry. Daniel has held positions at several firms prior to joining Allsquare Wealth Management. He is a Series 6, 7, 63, 65 and SIE licensed professional and is registered in Connecticut, Florida, New York, and Texas. Daniel's areas of specialization include financial planning and portfolio management.
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.
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
NY
09/27/2021 - Present
Allsquare Wealth Management, LLC (ALBANY NY)
NY
05/08/2012 - 10/15/2014
SPIRE SECURITIES, LLC (ALBANY NY)
NY
01/18/2006 - 04/13/2012
NORTHERN LIGHTS DISTRIBUTORS, LLC (ALBANY NY)
MA
10/21/2005 - 10/28/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/21/2005 - 10/28/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
09/24/2003 - 05/04/2005
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
12/09/1994 - 12/11/2003
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
11/06/1986 - 12/09/1994
MERCER ALLIED CORPORATION (ALBANY NY)
NA
01/07/1983 - 08/29/1983
IDS MARKETING CORPORATION
IA
Issued 02/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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