Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Weinman is an investment advisor representative with Summit Financial, LLC. Steven has been in the financial services industry since June 1982. Steven holds a Series 63, Series 4, Series 27, Series 24, Series 57TO, Series 99TO, Series 79TO, SIE, Series 55 and a Series 7 license. Steven is licensed to provide advisory services in New Jersey and New York. Steven provides financial planning and portfolio management for individuals and pension consulting services.
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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NJ
12/21/2018 - Present
Summit Financial, LLC (PARSIPPANY NJ)
NJ
11/23/1982 - 12/31/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NJ
06/28/1982 - 11/26/1990
T.R. WINSTON & COMPANY, INC. (BEDMINSTER NJ)
BC
Issued 09/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1982
Series 4 - Registered Options Principal Examination
BC
Issued 06/09/1982
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/04/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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