Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Weinberg is a financial professional with over 25 years of experience in the financial services industry. David has a strong background in providing financial planning and portfolio management for individuals and businesses. He is a Registered Representative and Investment Advisor Representative with Park Avenue Securities LLC. Previously David was associated with SagePoint Financial, Inc., Securian Financial Services, Inc., Ameriprise Financial Services, LLC, Lincoln Financial Advisors Corporation, New England Securities, VeraVest Investments, Inc., and Pruco Securities Corporation. David has also worked at both Securian Advisors of New England and Minnesota Life Insurance Co. David holds Series 6, 7, 63, and 65 licenses and has obtained the Securities Industry Essentials (SIE) certification. David is a dedicated professional with a strong commitment to helping clients achieve their financial goals.
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.
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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RI
01/02/2025 - Present
Park Avenue Securities LLC (CRANSTON RI)
RI
08/02/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CRANSTON RI)
MA
07/06/2021 - 08/19/2022
SECURIAN FINANCIAL SERVICES, INC. (Braintree MA)
RI
10/04/2016 - 07/07/2021
AMERIPRISE FINANCIAL SERVICES, LLC (PROVIDENCE RI)
RI
06/12/2008 - 10/19/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CRANSTON RI)
RI
12/02/2003 - 06/16/2008
NEW ENGLAND SECURITIES (EAST PROVIDENCE RI)
MA
03/27/2002 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NJ
10/16/1996 - 03/21/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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