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Ross Weinberg

6 Years of Experience
Zanesville, OH
BrokerSells Insurance

Ross Weinberg is a registered investment advisor, based in Zanesville, OH, with 6 years of industry experience.

Location

3983 Northpointe Dr, Suite 2, Zanesville, OH, 43701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ross is a financial advisor at Attain Wealth Partners, dedicating nearly full-time hours to this role. He also owns Weinhart Investments (real estate), works as a laborer at Crystal Springs Golf Course, serves on the steering committee for Muskingum County Emerging Leaders, and owns W.K.T.B LLC and RMW Holdings LLC for tax purposes.

Employment History
Current Registrations
Kestra Investment Services, LLC
May 2024 - Present · 2 yrs
Kestra Private Wealth Services, LLC
May 2024 - Present · 2 yrs
Kestra Investment Services, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2019 - May 2024 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2019 - May 2024 · 4 yrs 6 mos
State Registrations29 states
AKALCADCDEFLGAILINKYLAMAMDMIMNMONCNJNMNVNYOHPASCTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.