Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Weintraub, is a Registered Investment Advisor (IA) with 1st Financial Investment, Inc., who has been active in the industry since June 1996. Richard has been associated with this firm since September 2022, offering a variety of financial planning, portfolio management and advisory services, including financial planning, educational seminars, and publication of periodicals. Richard's firm has a strong focus on working with high net worth individuals and individuals other than high net worth, with a total of 105 clients. They manage approximately $15 million in client assets.
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.
A percentage of the total value of assets under management is charged.
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PA
05/16/2023 - Present
1ST Financial Investment, Inc. (Stroudsburg PA)
Active
Inactive
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