Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Weinberg is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently a registered representative with New Edge Wealth, a firm that provides financial services for ultra-high net worth individuals, corporations and other businesses. Previously, Michael worked with UBS Financial Services, Merrill Lynch, Pierce, Fenner & Smith, PaineWebber, Prudential Securities and Lehman Brothers.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
01/28/2022 - Present
NEW Edge Wealth (STAMFORD CT)
FL
11/14/2008 - 02/09/2022
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
03/22/2000 - 11/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
NJ
02/01/1996 - 03/27/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/07/1993 - 01/17/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/18/1990 - 05/06/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
04/23/1990 - 05/10/1990
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
BOTH
Issued 11/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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