Unclaimed
Drew Ellis Weinberger is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Drew has been in the financial industry since September 19, 2017 and has a Series 7, Series 66, and SIE. Drew has a wide range of licenses and registrations in numerous states throughout the United States, including Texas, California, Florida, New Jersey, Maryland, Virginia, and Pennsylvania. Drew specializes in offering portfolio management, financial planning, pension consulting and investment advisory services to individuals, businesses, corporations, investment companies and insurance companies.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
DC
11/07/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
BOTH
Issued 10/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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