Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jay Weinstein is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with RBC Capital Markets, LLC. Michael Weinstein has a broad range of experience working with individuals, businesses, and institutions. Michael has held various positions throughout his career, including roles with First Institutional Securities, LLC, HYM Financial, Inc, and Glickenhaus & Co. - New Jersey. Michael is also registered with the states of Arizona, Connecticut, Florida, Illinois, Indiana, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Washington.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NJ
03/31/2017 - Present
RBC Capital Markets, LLC (PARAMUS NJ)
NJ
06/02/1994 - 03/07/2003
FIRST INSTITUTIONAL SECURITIES, L.L.C. (WEST PATERSON NJ)
NJ
11/07/1989 - 07/14/1994
HYM FINANCIAL, INC. (CLIFTON NJ)
NJ
03/13/1989 - 11/13/1989
FIRST INSTITUTIONAL SECURITIES CORP. (WEST PATERSON NJ)
NA
02/01/1989 - 07/18/1989
BROADWAY FINANCIAL INVESTMENT SERVICES CORP.
NA
12/26/1986 - 02/01/1989
GLICKENHAUS & CO. - NEW JERSEY
NA
05/10/1982 - 12/26/1986
LISS TENNER & GOLDBERG SECURITIES CORPORATION
NA
04/16/1982 - 06/30/1982
LISS, TENNER & GOLDBERG, INC.
IA
Issued 07/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1991
Series 24 - General Securities Principal Examination
BC
Issued 11/02/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Weinstein is the right advisor for you? Invested Better is here to help.
