Jeffrey Weiss (CRD# 2512519) is an Investment Advisor Representative working at Weiss Financial Services, Inc. in Coral Springs, FL and has over 29 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Weiss Financial Services, Inc. | Coral Springs, FL | Mar 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management6MILLIONS
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Total Number of Accounts15ACCOUNTS
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Average Account Value$370,510
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL
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