Peter has over 25 years experience in the Financial Services industry. Licensed as a Registered Representative (Series 7) in 1985 with A.G. Edwards & Sons, Inc. He is also registered as an Investment Advisor.(Series 65)
He has active state registrations in 20 states, as well as the District of Columbia.
Weintraub Wealth Management helps individuals, families and small businesses
achieve their financial goals.
Peter and his wife live in Elkins Park, PA.
Chris has over 25 years of experience in the Financial Services Industry and has been an associate of Peter since 1995.
Chris and her family live in Philadelphia, PA.
Ralph has been a Financial Advisor for over 25 years and a colleague of Peter since 1989.
Ralph and his family live in Jenkintown, PA
Bernadette has over 25 years of experience in the Financial Services industry.
She resides in Havertown, PA.
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.