Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Weinstein is a financial professional licensed to provide investment advice in 53 states and the District of Columbia. David holds a Series 7TO, Series 63, and SIE license. David is currently registered with Fidelity Brokerage Services LLC.
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.
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.
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KY
08/05/2024 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 08/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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