Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Weinberg is a registered representative with Park Avenue Securities LLC. Peter has been in the financial services industry since 2023 and holds FINRA Series 7, SIE, and Series 66 registrations. Peter also holds a California real estate license and has been an independent contractor for Pacific Sotheby's International Realty since 2016. Peter specializes in providing financial planning, portfolio management for individuals, and educational seminars. Peter currently works out of the San Diego, California office of Park Avenue Securities.
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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CA
01/02/2024 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
BOTH
Issued 12/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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