Michael Steven Weitzner
Professional Summary
Michael Steven Weitzner is a registered financial advisor currently at CLEARVIEW TRADING ADVISORS, INC. located in Southampton, New York. Michael is registered as a RR (Registered Representative) and started their career in finance in 1989. Michael has worked at 7 firms and has passed the Series 63, Series 57TO, Series 79TO, SIE, Series 55, Series 7, Series 10, Series 9 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
CLEARVIEW TRADING ADVISORS, INC.
Contact Information
Main Address
10 Glenwood Road, Tenafly, NJ 07670Mailing Address
10 Glenwood Road, Tenafly, NJ 07670Phone Number
(201) 803-3125Established
New York since 10/17/2006Firm Type
CorporationFiscal Year End
JuneFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(4/15/2010)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Oct 1999Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Sep 2000About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Sep 2000About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Steven Weitzner's CRS (Customer Relationship Summary).
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