Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Michael Weinstein is a financial advisor with over 30 years of experience in the industry. Scott Weinstein is currently registered with Ameritas Advisory Services, LLC and has been with the firm since January 2025. Previously, Scott Weinstein was registered with The O.N. Equity Sales Company, AXA Advisors, LLC, Integrated Financial Planning Services, Pruco Securities Corporation, Jefferson Pilot Securities Corporation, MML Investors Services, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Scott Weinstein is also a licensed insurance agent with Ameritas Life Insurance Corp. Scott Weinstein holds a Series 6, Series 63 and Series 65 licenses and a SIE certification. Scott Weinstein's specialties include financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals.
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.
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.
Solicitor fees
1
2
IL
02/05/2025 - Present
Ameritas Advisory Services, LLC (Oswego IL)
IL
09/30/2009 - 12/31/2018
THE O.N. EQUITY SALES COMPANY (NAPERVILLE IL)
IL
10/16/2007 - 09/16/2009
AXA ADVISORS, LLC (OAK BROOK IL)
NA
11/06/2000 - 08/01/2007
INTEGRATED FINANCIAL PLANNING SERVICES (HEIDELBERG )
NJ
05/16/2000 - 11/03/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IN
01/04/1999 - 04/27/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
05/07/1998 - 01/04/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
03/25/1991 - 05/04/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/25/1991 - 05/04/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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