Unclaimed
Ethan Weisenberg is a financial advisor in LONG BEACH, NY. Ethan has over 28 years of experience in the financial services industry. Ethan is registered with Wealth Enhancement Advisory Services, LLC and previously worked at OSAIC WEALTH, INC. and FSC SECURITIES CORPORATION. Ethan is licensed to provide investment advisory services in Florida, New Jersey, New York, South Carolina and Virginia. Ethan is also registered as a Registered Representative and Investment Adviser Representative with FINRA. Ethan has a Series 6, Series 63, Series 65 and SIE licenses. Ethan is a specialist in providing financial advice to individuals, corporations, trusts, estates, insurance companies, charitable organizations, pension and profit sharing plans, high-net-worth individuals and business development 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.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
MN
05/01/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NY
11/03/2023 - 05/03/2024
OSAIC WEALTH, INC. (LONG BEACH NY)
NY
02/17/2011 - 11/03/2023
FSC SECURITIES CORPORATION (LONG BEACH NY)
NY
08/19/2009 - 02/11/2011
QA3 FINANCIAL CORP. (HEWLETT NY)
NY
02/10/1997 - 08/25/2009
TOWER SQUARE SECURITIES, INC. (HEWLETT NY)
NA
02/29/1996 - 02/12/1997
PMG SECURITIES CORPORATION
IL
02/28/1996 - 02/12/1997
PMG SECURITIES CORPORATION (ELGIN IL)
NY
08/21/1995 - 03/06/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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