Unclaimed
Justin James Weinkle is a registered investment advisor representative with Dynasty Wealth Management, LLC. Justin has been in the industry since 2008 and has experience in providing investment advisory services. He is a registered representative in Florida 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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
FL
02/06/2020 - Present
Dynasty Wealth Management, LLC (ST. PETERSBURG FL)
NY
10/09/2013 - 01/12/2018
PURSHE KAPLAN STERLING INVESTMENTS (NEW YORK NY)
NY
08/26/2008 - 08/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Justin Weinkle is the right advisor for you? Invested Better is here to help.