Allan Weiss (CRD# 1651363) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Woodland Hills, CA and has over 29 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperitas Financial, LLC | Valencia, CA | Dec 2022 - Current | 1 |
| Northwestern National Life Ins. Company | Minneapolis, MN | Oct 1991 - Current | 32 |
| Weiss General Insurance Service | Woodland Hills, CA | Apr 1982 - Current | 42 |
| West Hills Insurance Services | Tarzana, CA | Mar 1982 - Current | 42 |
| Wardlow & Weiss (self Employed) | Canoga Park, CA | Aug 1981 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management392MILLIONS
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Total Number of Accounts1,655ACCOUNTS
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Average Account Value$236,728
- 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
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