Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Gregory Weintraub is a financial advisor associated with Private Advisor Group, LLC and has been in the industry since December 2013. Max is a registered representative and investment advisor representative in Pennsylvania. Max has passed several exams including Series 6, Series 7, Series 63, and Series 65 exams. Max has experience providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Max works with clients in Pennsylvania and various other states, including Florida, New Jersey, New York, and Maryland. Max provides investment advisory services through Private Advisor Group, an independent investment advisor firm.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
03/23/2016 - Present
Private Advisor Group, LLC (SOUTHAMPTON PA)
IA
Issued 03/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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