Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Weiner is a financial advisor with over 20 years of experience in the industry. Ira is currently registered with Castleoak Securities, LP. Prior to joining Castleoak Securities, LP, Ira worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Ira holds Series 7 and Series 63 licenses. Ira has been registered in Georgia, Nebraska, and New York.
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.
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.
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2
GA
11/09/2009 - Present
Castleoak Securities, LP (Alpharetta GA)
NY
04/02/2007 - 02/05/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
07/01/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/15/2002 - 06/16/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 11/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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