Alan Weiss, financial advisor Malvern PA

Alan Weiss

CRD Number: 4668423
Current Firm: Dynamic Investment Strategies, Inc.

Alan Weiss (CRD# 4668423) is an Investment Advisor Representative working at Dynamic Investment Strategies, Inc. in Malvern, PA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Historical Documents Company Philadelphia, PA Jan 2012 - Current 12
Dynamic Investment Strategies, Inc. Malvern, PA May 2003 - Current 20
Blue Water Fishing Tackle Company Springfield, PA Dec 1974 - Current 49
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2003
Contact Info for Alan D. Weiss
Phone Number: 610-644-7472
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $46,186
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

PA

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