Terry Weissberg (CRD# 1284073) is an Investment Advisor Representative working at Northern Trust Investments, Incorporated in West Palm Beach, FL and has over 7 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Northern Trust Securities, Inc. | West Palm Beach, FL | Feb 2016 - Current | 8 |
Northern Trust Bank | West Palm Beach, FL | Feb 2016 - Current | 8 |
Managed Account Services, LLC | Wayne, PA | May 2010 - Jan 2016 | 5 |
Independent Portfolio Consultants, Inc. | Boca Raton, FL | Jun 2005 - Jan 2016 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2016 |
- FL
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Total Assets Under Management1,016,557MILLIONS
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Total Number of Accounts41,105ACCOUNTS
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Average Account Value$24,730,737
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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