Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leslie Weinstock is a financial advisor with over 30 years of experience in the industry. David Weinstock is a Certified Financial Planner™ and has been registered with Kestra Advisory Services, LLC since April 2024. Previously, David Weinstock worked at WeiserMazars Wealth Advisors, LLC, Comprehensive Asset Management & Servicing, Inc., and other firms. David Weinstock specializes in providing financial planning, investment advice, and other financial services to individuals, corporations, and charitable organizations. David Weinstock is registered to provide investment advice in New York and Texas, and is also licensed to sell insurance. David Weinstock offers a range of services, including investment management, retirement planning, estate 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.
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.
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.
1
2
TX
04/30/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
12/04/2009 - 05/03/2024
APW CAPITAL, INC. (NEW YORK NY)
NY
01/02/2008 - 12/01/2009
VALMARK SECURITIES, INC. (NEW YORK NY)
NY
05/19/2000 - 12/31/2007
AMERICAN GENERAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/03/1999 - 12/08/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
05/30/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
04/17/1995 - 05/12/1997
MONY SECURITIES CORP. (NEW YORK NY)
NJ
08/31/1992 - 03/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Weinstock is the right advisor for you? Invested Better is here to help.
