linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David S Weinberg

Kestra Private Wealth Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David S Weinberg

David Weinberg is a financial advisor at Kestra Private Wealth Services, LLC in Zanesville, Ohio. David has been in the industry since December 2006, and has a wide range of experience in financial planning, portfolio management, and insurance. David is registered in 38 states and holds the Series 66, 7 and SIE licenses. Kestra Private Wealth Services, LLC is a firm with a strong commitment to providing comprehensive financial services to individuals, families, and businesses. The firm has approximately $7.3 billion in regulatory assets under management.

Firm Information

David Weinberg is currently registered with Kestra Private Wealth Services, LLC. Kestra Private Wealth Services, LLC is an independent wealth management firm headquartered in Austin, TX. The firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services. They manage over $7.3 billion in assets for individuals, corporations, charitable organizations, insurance companies, and pension plans. Kestra Private Wealth Services has over 150 financial advisors and investment professionals who provide customized wealth management solutions to help clients achieve their financial goals.
Kestra Private Wealth Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$7.30B

Assets Under Management

95

Total Clients

170

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Weinberg’s Registration & Firm History

OH

05/08/2024 - Present

Kestra Private Wealth Services, LLC (Zanesville OH)

OH

12/04/2006 - 05/10/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ZANESVILLE OH)

Not sure if David S Weinberg is right for you?

Licenses & Designations

BOTH

Issued 12/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David S Weinberg.
Not sure if David S Weinberg is right for you?