Samuel WeinerCRD Number: 1335354
Current Firm: Raymond James Financial Services Advisors, Inc.
Samuel Weiner (CRD# 1335354) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winter Park, FL and has over 32 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Raymond James Financial Services Advisors Inc.||Winter Park, FL||Dec 2013 - Current||4|
|Raymond James Financial Services, Inc.||Winter Park, FL||Nov 2013 - Current||4|
|Morgan Stanley Smith Barney||Winter Park, FL||Jun 2009 - Nov 2013||4|
|Citigroup Global Markets Inc.||Winter Park, FL||Jul 1993 - Jun 2009||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1991|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops