Steven D. Weinstein
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Steven Daniel Weinstein was a registered financial professional .
Steven is a previously registered financial professional and started their career in finance in 2019. Steven had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 21, 2020 - December 31, 2021
SHEPHERD'S CREEK
June 10, 2019 - December 31, 2019
SHEPHERD'S CREEK
State Registrations and Notice Filings
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Current Firm
SHEPHERD'S CREEK
CRD#: 302039 / SEC#:
Contact information
Red Flags
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