Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brendan Weinberg is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Michael has over 25 years of experience in the financial industry and holds multiple licenses, including Series 7, Series 10, Series 63 and Series 65. Michael is a registered representative in 53 states and is also licensed to provide investment advice in Florida and Texas. Michael specializes in providing investment advice and portfolio management services to individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
01/23/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JUPITER FL)
FL
04/04/2003 - 01/29/2010
UBS FINANCIAL SERVICES INC. (STUART FL)
NY
11/03/1998 - 04/14/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/20/1997 - 10/08/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
09/17/1996 - 12/12/1996
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
IA
Issued 02/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Weinberg is the right advisor for you? Invested Better is here to help.
