Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lawrence Weintraub is an investment advisor representative with Osaic Wealth, Inc. and NWF Advisory Services Inc. Michael has over 30 years of experience in the financial industry and holds a Series 7TO, SIE, Series 1, and V06 licenses. Michael is registered in California, Colorado, Florida, Illinois, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, and West Virginia. Michael is also a registered investment advisor in California, Texas, and Virginia. Michael is a principal with Next Step Retirement & Insurance LLC. Michael provides advisory services to individuals, families, and businesses. Michael specializes in financial planning, pension consulting, educational seminars, and portfolio management.
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.
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
CA
06/22/2010 - Present
Osaic Wealth, Inc. (WALNUT CREEK CA)
MA
08/17/1998 - 05/17/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
MA
03/08/1993 - 02/20/1997
MANEQUITY, INC. (BOSTON MA)
NA
04/12/1991 - 01/01/1994
CYPRESS CAPITAL CORPORATION
AZ
11/19/1989 - 08/07/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/05/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/27/1970 - 06/16/1986
WASHINGTON NATIONAL EQUITY COMPANY
BC
Issued 07/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1970
Series 1 - Registered Representative Examination
BC
Issued 11/28/1969
V06 - Variable Annuities Module Examination
Active
Inactive
F
FINRA
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