Dina Weiss (CRD# 5060045) is an Investment Advisor Representative working at Redwing Financial in Naperville, IL and has over 17 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwing Financial, LLC | Naperville, IL | Jan 2018 - Current | 6 |
| Lpl Financial, LLC | Naperville, IL | Jul 2011 - Current | 12 |
| The Lighthouse Institute, Inc. | North Aurora, IL | Feb 2016 - Jan 2018 | 1 |
| Highpoint Advisor Group | Downers Grove, IL | Jan 2014 - Jan 2016 | 2 |
| High Point Planning Partners, LLC | Downers Grove, IL | Apr 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- IL
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts161ACCOUNTS
-
Average Account Value$147,040
- 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
- Educational seminars/workshops
IL
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