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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Weinberg is a financial advisor at Morgan Stanley. Martin has been in the industry since 2000, and has experience working at several firms including UBS Financial Services, TD Ameritrade, and Merrill Lynch. Martin has licenses for both securities and investment advisory services and is registered in several states. In addition to his work at Morgan Stanley, Martin is a board member of the Anti Defamation League and manages a rental property in Las Vegas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NV
05/24/2022 - Present
Morgan Stanley (Las Vegas NV)
NV
06/05/2013 - 05/31/2022
UBS FINANCIAL SERVICES INC. (LAS VEGAS NV)
NV
03/15/2011 - 06/19/2013
TD AMERITRADE, INC. (LAS VEGAS NV)
NV
03/18/2010 - 02/04/2011
MORGAN STANLEY SMITH BARNEY (LAS VEGAS NV)
NY
04/17/2001 - 01/24/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
08/28/2000 - 02/27/2001
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
BOTH
Issued 04/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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