Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Weinerman is a registered investment advisor representative in New Jersey and a broker in 15 states, including California, Florida, and New York. David has been active in the industry since 1987 and works for Summit Financial, LLC. David's expertise lies in providing financial planning and wealth management services for individuals and families, as well as providing portfolio management for businesses.
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.
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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2
NJ
04/01/2021 - Present
Summit Financial, LLC (Parsippany NJ)
NJ
06/01/2009 - 04/22/2021
MORGAN STANLEY (FLORHAM PARK NJ)
NJ
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NY
04/25/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/01/1988 - 06/29/1988
OPPENHEIMER & CO., INC.
NA
01/11/1988 - 02/04/1988
L. F. ROTHSCHILD & CO. INCORPORATED
NA
10/20/1987 - 12/18/1987
HYM FINANCIAL, INC.
IA
Issued 04/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1999
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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