Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyle? Claim Your ProfileLyle Gordon Weintraub is a financial advisor registered with Bleakley Financial Group, LLC and is licensed to provide investment advice in multiple states. Lyle has been in the financial industry since 1993 and holds a Certified Financial Planner designation. Lyle's previous experience includes working with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Lyle has a broad range of experience in financial planning, portfolio management, and investment advisory services.
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.
Non-investment consulting/implementation services
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.
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2
NJ
07/01/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NY
03/25/1997 - 03/13/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
WI
03/25/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
07/26/1993 - 02/20/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 09/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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