Steven WeiszCRD Number: 6280266
Current Firm: Ameriprise Financial Services, Inc.
Steven Weisz (CRD# 6280266) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Plymouth Meeting, PA and has over 2 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Ameriprise Financial Services,inc..||Plymouth Meeting, PA||Feb 2014 - Current||3|
|Unemployed||Tahoe City, CA||May 2013 - Feb 2014||< 1|
|Squaw Valley Ski Resort||Olympic Valley, CA||Nov 2011 - May 2013||1|
|Rps Group Usa||Houston, TX||Aug 2012 - Feb 2013||< 1|
|West Shore Cafe||Homewood, CA||May 2012 - Aug 2012||< 1|
|Aperto Byob||Narbeth, PA||May 2011 - Sep 2011||< 1|
|Team Builders Plus Inc.||Marleton, NJ||Feb 2011 - May 2011||< 1|
|Saint Joseph's University||Phildelphia, PA||Sep 2007 - May 2011||3|
|Weisz & Associates||Plymouth Meeting, PA||Sep 2010 - Jan 2011||< 1|
|Quiet Storm Surf Shop||Ocean City, MD||Jun 2010 - Sep 2010||< 1|
|Fager's Island||Ocean City, MD||May 2009 - Sep 2009||< 1|
|Fager's Island||Ocean City, MD||Jun 2008 - Sep 2008||< 1|
|Smitty Mcgee's||Fenwick Island, DE||Jun 2007 - Sep 2007||< 1|
|Harriton High School||Rosemont, PA||Sep 2002 - Jun 2007||4|
|Smitty Mcgee's||Fenwick Island, DE||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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