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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elaine? Claim Your ProfileElaine Weinberg is a registered representative with Morgan Stanley. Elaine has been in the industry since May 21, 1985, and has been with Morgan Stanley since June 2009. Elaine is licensed to sell securities in several states including Florida, New Jersey, and Texas. Elaine is also registered as an investment advisor in several states. Elaine has a Series 7, Series 63, and Series 65 license. Elaine offers a wide range of financial services including financial planning, pension consulting, and portfolio management. Elaine is committed to providing her clients with the highest level of service and expertise.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
10/13/2022 - Present
Morgan Stanley (Boca Raton FL)
FL
01/23/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
02/22/2000 - 02/11/2009
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
IL
05/01/1995 - 02/24/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
07/31/1993 - 05/04/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
05/22/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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