Paul Weinstein, financial advisor Fort Myers FL
86 score

Paul Weinstein

CRD Number: 1127507
Current Firm: Raymond James Financial Services Advisors, Inc.

Paul Weinstein (CRD# 1127507) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Myers, FL and has over 33 years of experience in the finance industry. Paul Weinstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Real Estate Fort Myers, FL Aug 2013 - Current 3
P & R Lending LLC Fort Myers, FL Sep 2012 - Current 4
Real Estate Ft. Myers, FL Apr 2011 - Current 5
Raymond James Financial Services Advisors, Inc. Fort Myers, FL Jan 2010 - Current 6
Wwfg Ventures Fort Myers, FL Aug 2009 - Current 7
Weinstein Wilkes Financial Group Fort Myers, FL Aug 2008 - Current 8
Raymond James Financial Services Fort Myers, FL Aug 2008 - Current 8
Ubs Financial Services Inc. Fort Myers, FL Nov 1996 - Aug 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Paul H. Weinstein
Phone Number: 727-567-5877
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
86

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