Unclaimed
Matthew Weisberg is a financial advisor with over 29 years of experience in the industry. Matthew is registered with Newbridge Securities Corp. and is currently licensed in Arizona, Michigan, New York, and North Carolina. Matthew has a wide range of experience in the financial services industry and is committed to providing clients with personalized financial advice.
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.
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.
1
2
FL
04/08/2022 - Present
Newbridge Securities Corp. (BOCA RATON FL)
MI
02/28/2014 - 04/06/2022
L.M. KOHN & COMPANY (Farmington Hills MI)
MI
10/05/2009 - 01/27/2014
AMERIPRISE FINANCIAL SERVICES, INC. (FARMINGTON HILLS MI)
MI
11/03/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (WEST BLOOMFIELD MI)
MI
09/29/1999 - 11/14/2006
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
NY
06/22/1993 - 08/24/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 06/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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