Jeffrey M. Weitzman
Professional summary
Jeffrey Marc Weitzman is a registered financial professional currently at PURSHE KAPLAN STERLING INVESTMENTS located in Novi, Michigan.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1994. Jeffrey has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Marc Weitzman's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2020 - Present
PURSHE KAPLAN STERLING INVESTMENTS
July 10, 2008 - July 15, 2020
BROADSTONE SECURITIES
March 3, 2003 - July 8, 2008
BROAD STREET SECURITIES, INC.
February 28, 2002 - March 3, 2003
LEONARD & COMPANY
October 11, 1999 - March 26, 2002
PRUDENTIAL EQUITY GROUP, LLC
October 27, 1995 - October 25, 1999
UBS FINANCIAL SERVICES INC.
November 30, 1994 - November 2, 1995
AMERIPRISE ADVISOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/15/2020)
Exams
FINRA
Current Firm
PURSHE KAPLAN STERLING INVESTMENTS
CRD#: 35747 / SEC#: , 8-46844
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 11 |
| Arbitration | 2 |
Red Flags
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