David Weinberg
Wealth Management Advisor at Wealth Management Resource Group
- Role
- Wealth Management Advisor at Wealth Management Resource Group
- Location
- East Greenwich, RI, US
- LinkedIn followers
- 500 followers
About David Weinberg
I can help. I’m not only in the business of helping you pursue your wealth. I’m…
Experience
Wealth Management Advisor
Wealth Management Resource Group
Aug 2022 — Present · Braintree, MA, US
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 35 BRAINTREE HILL OFFICE PARK, SUITE 106, BRAINTREE MA, 02184, 50••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Wealth Management Resources Group is not an affiliate or subsidiary of PAS or Guardian. Wealth Management Resources Group is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
Pilgrim High School
High School, Business Administration and Management, General
1978 — 1982
American College
Finance
1995 — 1998
Community College of Rhode Island
Accounting and Finance
1982 — 1984
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