Invested Better
Unclaimed

Unclaimed

Unclaimed

Sheri H. Weingarten

Ares Management Capital Markets LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sheri? Claim Your Profile

About Sheri H. Weingarten

Sheri H. Weingarten is a registered representative with Ares Management Capital Markets LLC. Sheri has been in the industry since 2020. She holds the Series 7TO, Series 63, and SIE licenses. Sheri is registered to sell securities in New York. She has a history of working in the financial industry, having previously been registered with J.P. MORGAN SECURITIES LLC.

Firm Information

Sheri Weingarten is currently registered with Ares Management Capital Markets LLC. Ares Management Capital Markets LLC is a Limited Liability Company formed in January 2012. They are registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

91

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sheri Weingarten’s Registration & Firm History

NY

04/09/2024 - Present

Ares Management Capital Markets LLC (NEW YORK NY)

NY

08/13/2020 - 03/30/2024

J.P. MORGAN SECURITIES LLC (New York NY)

Not sure if Sheri H. Weingarten is right for you?

Licenses & Designations

IA

Issued 08/21/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheri H. Weingarten.
Not sure if Sheri H. Weingarten is right for you?