Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rudolf? Claim Your ProfileRudolf Weiss is a financial advisor with over 40 years of experience in the financial services industry. Rudolf is currently registered with Moneco Advisors LLC in Fairfield, Connecticut and is also a Certified Financial Planner. Rudolf specializes in providing financial planning, portfolio management and pension consulting services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Lpl financial sponsored advisory programs
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
CT
01/11/2021 - Present
Moneco Advisors (FAIRFIELD CT)
CT
03/11/2015 - 01/06/2021
TRIAD ADVISORS LLC (DANBURY CT)
CT
12/06/2005 - 02/25/2015
METLIFE SECURITIES INC. (STAMFORD CT)
CT
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (STAMFORD CT)
IN
05/22/1985 - 12/05/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/22/1985 - 12/05/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
05/22/1985 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
06/06/1983 - 04/29/1985
CARDELL & ASSOCIATES, INCORPORATED
NA
03/29/1982 - 06/17/1983
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
11/03/1980 - 03/03/1982
FIRST INVESTORS CORPORATION
BC
Issued 03/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/30/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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