Noah Weinstein (CRD# 6867829) is an Investment Advisor Representative working at The Ameriflex Group in Jamestown, NY and has over 4 years of experience in the finance industry.
CRD# 5898841
Lpl Financial LLC
CRD# 2583312
Hbks Wealth Advisors
CRD# 5368112
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Ameriflex Group | Las Vegas, NV | Oct 2023 - Current | < 1 |
| Osaic Wealth | Jamestown, NY | Sep 2023 - Current | < 1 |
| First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Current | 3 |
| Cetera Advisors LLC | Jamestown, NY | Sep 2022 - Oct 2023 | 1 |
| First Allied Securities, Inc. | San Diego, CA | Apr 2020 - Sep 2022 | 2 |
| First Allied Advisory Services, Inc. | San Diego, CA | Jan 2020 - Nov 2020 | < 1 |
| First Allied Securities Inc. | San Diego, CA | Jun 2018 - Apr 2020 | 1 |
| Chautauqua Reel Outdoors Guide And Tackle | Lakewood, NY | May 2017 - Aug 2018 | 1 |
| Unemployed | Lakewood, NY | Sep 2015 - Apr 2017 | 1 |
| S. Tabone Paving | Jamestown, NY | Jun 2015 - Aug 2015 | < 1 |
| Unemployed | Lakewood, NY | Aug 2014 - Jun 2015 | < 1 |
| Bemus Point Village Casino | Bemus Point, NY | Jun 2014 - Aug 2014 | < 1 |
| Student | Lakewood, NY | Jun 2009 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- NY
-
Total Assets Under Management6,522MILLIONS
-
Total Number of Accounts16,327ACCOUNTS
-
Average Account Value$399,485
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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