Unclaimed
Justin Weintraub is a financial advisor at Trident Advisors LLC, which has a branch office in Woodbury, NY. Justin has been working in the industry since March 26, 2000. Justin's experience includes working at Ameriprise Financial Services, LLC, Gilford Securities Incorporated, Axiom Capital Management, Inc., and UBS PaineWebber Inc. Justin is registered to offer investment advice in California, Florida, Maryland, Michigan, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, and Virginia. Justin is licensed to offer both broker-dealer and investment advisor services and has a Series 7, Series 66, and SIE licenses. Justin provides financial planning services, pension consulting services, and selects other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Receive a portion of wrap fee paid to third party advisors
1
2
NY
03/29/2022 - Present
Trident Advisors LLC (WOODBURY NY)
NY
06/22/2012 - 04/27/2021
AMERIPRISE FINANCIAL SERVICES, LLC (MITCHEL FIELD NY)
NY
08/25/2005 - 07/12/2012
GILFORD SECURITIES INCORPORATED (MELVILLE NY)
NY
08/30/2002 - 08/29/2005
AXIOM CAPITAL MANAGEMENT, INC. (NEW YORK NY)
NJ
03/27/2000 - 09/11/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 04/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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