Maxine Starr Weiner
CFP®Professional Summary
Maxine Starr Weiner, CFP®, who also goes by Maxine S Weiner, is a registered financial advisor currently at MAXINE WEINER, CFP(R) located in Boca Raton, Florida and CETERA WEALTH SERVICES, LLC located in Boca Raton, Florida. Maxine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1976. Maxine has worked at 6 firms and has passed the Series 65, Series 63, Series 22TO, SIE, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Maxine S Weiner
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
49 years in the financial services industry
Current & Past Employments
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Current Firm
ERE FINANCIAL SERVICES, INC | MAXINE WEINER, CFP(R) | MAXINE WEINER, CFP | MAXINE STARR WEINER
Contact Information
Main Address
Boca Raton, FLPhone Number
(212) 532-4610# of Employees
1Documents
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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.
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State Registrations and Notice Filings
(11/14/2025)
(9/3/2013)
(9/3/2013)
(3/4/2014)
(9/3/2013)
(9/3/2013)
(10/29/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22TO — Direct Participation Programs Representative Examination
Passed Jan 2023About the Series 22TO examSeries 1 — Registered Representative Examination
Passed Dec 1976SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Maxine Starr Weiner's CRS (Customer Relationship Summary).
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