Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J. Weinberg is a Registered Representative and Investment Advisor Representative with Park Avenue Securities LLC and has been in the financial services industry since 1997. Michael holds a Series 6, Series 7, Series 63 and Series 65 licenses. Michael is a member of FINRA and is registered with the states of Arizona, California, Connecticut, Florida, Hawaii, Indiana, New Jersey, New York, North Carolina, and Pennsylvania. Michael's focus is on providing financial planning and investment advice to individuals, high-net-worth individuals, charitable organizations, pension plans, and corporations. Michael is also licensed to sell insurance outside of Park Avenue Securities LLC. Michael's experience in the financial services industry makes him a valuable resource for individuals seeking 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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NY
10/03/2018 - Present
Park Avenue Securities LLC (RYE BROOK NY)
NY
08/25/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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