JW
CFP
JW
CFP
Joshua Weinstein
13 Years of Experience
Middletown, OH
2 DisclosuresBrokerSells Insurance
Joshua Weinstein is a CFP-designated registered investment advisor, based in Middletown, OH, with 13 years of industry experience.
Location
304 S Breiel Blvd, Middletown, OH, 45044
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2011Denied
Regulatory
June 2009Final
Other Business ActivitiesSells Insurance
Joshua is a CFP at Weinstein Financial Group, offering life insurance, fixed and variable annuities, disability insurance, and long-term care insurance as part of his planning practice since 1983. He spends minimal time on this outside business activity.
Employment History
Current Registrations
Independent Financial Partners
November 2019 - Present · 6 yrs 6 mos
Ifp Securities, LLCBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Securities America, INC.Broker
June 2017 - November 2019 · 2 yrs 5 mos
Chase Investment Services CORP.
July 2007 - January 2010 · 2 yrs 6 mos
Chase Investment Services CORP.Broker
May 2007 - January 2010 · 2 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
April 2005 - March 2007 · 1 yr 11 mos
State Registrations9 states
COFLINKYNENYOHSCWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.