Wesley Weinstein (CRD# 4553569) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lancaster, PA and has over 21 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Lancaster, PA | Oct 2020 - Current | 3 |
| Raymond James Financial Services, Inc. | Lancaster, PA | Oct 2020 - Current | 3 |
| Fulton Bank/fulton Financial Advisors | Lancaster, PA | Oct 2020 - Current | 3 |
| Fulton Financial Advisors | Lancaster, PA | Oct 2020 - Current | 3 |
| Fulton Bank | Lancaster, PA | Oct 2020 - Current | 3 |
| Fulton Financial Advisors | Lancaster, PA | Oct 2020 - Current | 3 |
| Wells Fargo Advisors, LLC | Lancaster, PA | Jun 2012 - Oct 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- PA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, WY
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