Michael S. Weitzner
Professional summary
Michael Steven Weitzner is a registered financial professional 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michael Steven Weitzner's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 15, 2010 - Present
CLEARVIEW TRADING ADVISORS, INC.
Office #2: 10 Glenwood Road, Tenafly, NJ 07670July 11, 2005 - April 15, 2008
MORGAN JOSEPH TRIARTISAN LLC
September 9, 2003 - July 12, 2005
INDEPENDENT RESEARCH GROUP LLC
October 4, 2002 - March 28, 2003
PACIFIC AMERICAN SECURITIES, LLC
March 1, 2002 - April 23, 2002
ABN AMRO INCORPORATED
March 13, 2000 - March 1, 2002
ABN AMRO SECURITIES LLC
May 23, 1989 - March 7, 2000
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/15/2010)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 55
Date: 10/20/1999
Limited Representative-Equity Trader ExamFINRA
Current Firm
CLEARVIEW TRADING ADVISORS, INC.
CRD#: 142873 / SEC#: , 8-67501
Contact information
FINRA licenses (2 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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