Adam Weiner Email & Phone Number
Branch Leader, Vice President @ Fidelity Investments
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Adam Weiner Location
- Fort Lauderdale, FL, US
Adam Weiner Work
- Branch Leader, Vice President @ (December 2022 - Present)
- Branch Manager, Vice President @ (July 1996 - Present)
- Branch Leader, Vice President @ (March 2018 - December 2022)
- Branch Manager, Vice President @ (February 2012 - March 2018)
- Assistant Branch Manager @ (January 2011 - March 2012)
- Account Executive @ (June 2008 - January 2011)
- Equity Trader @ (July 1996 - May 2008)
- OTC Liason @ National Discount Brokers (January 1995 - January 1996)
Adam Weiner Education
- State University of New York at Old Westbury
BS (Business Management)
1992-1994
Adam Weiner Skills
- Series 63
- Series 7
- Series 24
- Series 65
- Series 9/ 10
- Equities
- Securities
- Mutual Funds
- Asset Allocation
- Fixed Income
- Portfolio Management
- Investments
- Wealth Management
- Equity Trading
- Asset Management
- Investment Advisory
- Trading
- ETFs
- Retirement Planning
- Bloomberg
- Capital Markets
- Trading Systems
- Investment Strategies
- 401k
- Retirement
- Financial Advisory
- Fixed Annuities
- Insurance
- Financial Planners
- Bonds
- FINRA
- Scrum
- Strategic Planning
- Leadership
- Financial Services
- Management
- Microsoft Office
- Services
Adam Weiner Summary
- Adam Weiner, based in Fort Lauderdale, FL, US, is currently a Branch Leader, Vice President at Fidelity Investments. Adam Weiner brings experience from previous roles at Fidelity Investments. Adam Weiner holds a 1992 - 1994 BS in Business Management @ State University of New York at Old Westbury. With a robust skill set that includes Series 63, Series 7, Series 24, Series 65, Series 9/ 10 and more. Adam Weiner has 2 emails and 3 mobile phone numbers on RocketReach.
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