Unclaimed
Keating James Weinberger is a registered representative with Osaic Wealth, Inc. Keating has over 20 years of experience in the financial services industry. Keating is a Series 6, 7 and 63 licensed representative with a SIE exam. Keating's current registration is with the state of New Jersey. Keating has been registered with Osaic Wealth, Inc. since 2024. Prior to this, Keating was with Woodbury Financial Services, Inc., Questar Capital Corporation and USALLIANZ Securities, Inc.
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.
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.
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
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (CAPE MAY NJ)
NJ
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CAPE MAY NJ)
NJ
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (RIO GRANDE NJ)
NJ
10/07/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (RIO GRANDE NJ)
IL
03/02/2004 - 12/07/2004
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
CT
11/30/2001 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
NJ
06/26/2001 - 11/27/2001
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 11/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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