Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stephen Weiner is a financial professional with over 30 years of experience in the financial services industry. He is a registered representative and investment advisor representative with Santander Securities LLC. Jeffrey has a broad range of experience, having previously worked with CCO Investment Services Corp. and Scudder Investor Services, Inc. Jeffrey specializes in providing financial advice to individuals, corporations, and other businesses. Jeffrey is a highly qualified professional with a strong track record of success.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
03/25/2013 - Present
Santander Securities LLC (Boston MA)
MA
04/27/1999 - 03/20/2013
CCO INVESTMENT SERVICES CORP. (DEDHAM MA)
NY
04/13/1993 - 04/16/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 08/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/23/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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