Maxine Weiner
Maxine Weiner is a CFP-designated registered investment advisor at Maxine Weiner, Cfp(r), based in Boca Raton, FL, with 45 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 6 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Maxine Weiner can be retained on an annual basis as a financial advisor. The annual retainer is determined by factors such as assets, income, and the complexity of financial needs. The minimum annual retainer fee is $2,500, and it can be paid monthly, quarterly, twice a year, or once a year. Fees are negotiable.
- Short-term projects and consultations are billed at $200 per hour.
- A full analysis of "How Long Will My Money Last?" is charged a flat fee based on the complexity of the situation and the estimated time required.
Location
Boca Raton, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Maxine is an independent insurance agent selling fixed annuities and long-term care insurance. She also operates under the DBA Maxine Weiner, CFP, providing investment services, which takes about a quarter of her time.
Employment History
Current Registrations
Maxine Weiner, Cfp(r)
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Home Life Equity Sales CORP.Broker
Nathan & Lewis Securities, INC.Broker
New York Life Variable Contracts CorporationBroker
State Registrations6 states
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.