Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Weinstein has been working in the financial industry since July 18, 1983. Paul is currently registered with Raymond James Financial Services Advisors, Inc. and has a branch office in Fort Myers, Florida. Paul also has a history of working with UBS Financial Services Inc., Raymond James & Associates, Inc., Dean Witter Reynolds Inc., and Cowen & Co. Paul has also been involved in other businesses including Brewski Brothers LLC, PR Lending, Weinstein Wilkes Financial Group, and Weinstein/Falk. Paul Weinstein is committed to providing comprehensive financial planning and portfolio management services. Paul provides services such as portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, educational seminars, selection of other advisers, and hourly & fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
07/14/2017 - Present
Raymond James Financial Services Advisors, Inc. (FT. MYERS FL)
FL
11/15/1996 - 08/14/2008
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
FL
03/09/1988 - 11/22/1996
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
02/28/1986 - 01/14/1988
DEAN WITTER REYNOLDS INC.
NA
05/26/1983 - 03/05/1986
COWEN & CO.
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/20/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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