Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Weiss is a financial advisor with over 30 years of experience in the financial services industry. Robert has held various roles at several firms, including Morgan Stanley, Raymond James Financial Services, Inc., and Summit Financial, LLC. Robert is a Chartered Financial Analyst and currently holds Series 3, 7, 24, 31, and 66 licenses. Robert's current firm, Summit Financial, LLC, is a registered investment advisor, providing financial planning, portfolio management, and selection of other advisors.
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.
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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2
FL
12/04/2024 - Present
Summit Financial, LLC (SARASOTA FL)
FL
10/19/2018 - 08/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (FT. LAUDERDALE FL)
FL
06/01/2009 - 10/22/2018
MORGAN STANLEY (SARASOTA FL)
CT
09/18/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FAIRFIELD CT)
CT
03/02/2004 - 09/20/2007
A. G. EDWARDS & SONS, INC. (SOUTHPORT CT)
NY
11/19/1993 - 01/16/2004
TD SECURITIES (USA) INC. (NEW YORK NY)
BOTH
Issued 03/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/1994
Series 3 - National Commodity Futures Examination
BC
Issued 12/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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