Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Weinberger has been in the industry since August 1996. David is a Registered Representative and Investment Adviser Representative of International Assets Advisory, LLC and International Assets Investment Management, LLC, both based in Orlando, Florida. David is also the CFO of Global Assets Advisory, LLC. David has experience in a variety of financial services roles, including consulting, portfolio management, and operations.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
FL
07/22/2020 - Present
International Assets Advisory, LLC (ORLANDO FL)
FL
09/18/2009 - 01/13/2015
IAA FINANCIAL LLC (West Palm Beach FL)
FL
01/07/2004 - 10/12/2009
GUNNALLEN FINANCIAL, INC (BOCA RATON FL)
NY
08/17/2001 - 01/16/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
FL
08/07/2000 - 09/05/2001
PREFERRED SECURITIES GROUP, INC. (BOCA RATON FL)
TX
10/13/1999 - 08/16/2000
INSTITUTIONAL EQUITY CORPORATION (DALLAS TX)
NY
10/12/1998 - 10/19/1999
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
07/29/1998 - 10/09/1998
JOSEPH DILLON & COMPANY INC. (GREAT NECK NY)
NJ
07/02/1997 - 08/10/1998
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NJ
05/02/1996 - 12/31/1996
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
FL
01/25/1996 - 04/10/1996
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
BOTH
Issued 07/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/20/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/16/1998
Series 4 - Registered Options Principal Examination
BC
Issued 07/25/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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