Unclaimed
Emanuel Weintraub is a financial advisor with Cannell & Spears LLC in New York. Emanuel has been a financial advisor for over 20 years and has experience in the securities and investment advisory industries. Prior to joining Cannell & Spears LLC, Emanuel was a financial advisor with Northeast Securities, Inc., Neuberger Berman, LLC, and Shelby Cullom Davis & Co., L.P. Emanuel is also a Chartered Financial Analyst.
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.
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.
Review of asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/09/2021 - Present
Cannell & Spears LLC (NEW YORK NY)
NY
11/04/2003 - 03/24/2004
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NY
06/30/1998 - 11/06/2003
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
02/24/1992 - 06/11/1998
SHELBY CULLOM DAVIS & CO., L.P. (NEW YORK NY)
BC
Issued 04/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 11/25/1992
Series 14 - Compliance Officer Examination
BC
Issued 10/28/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/23/1992
Series 4 - Registered Options Principal Examination
BC
Issued 02/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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