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Keith Weinstein, Financial Advisor serving the Newton, MA area - Ameriprise Advisors

Keith Weinstein

APMA

Financial Advisor

Vice President
South Shore Wealth Management
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 2 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Retirement Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - Licensed
  • Series 8 - Licensed
  • Series 63 - Licensed
  • Life, Health & Variable Annuity Licensed
  • Series 24- Licensed

Education

  • University of Missouri, Bachelor of Journalism - Advertising and Broadcasting, Columbia, Missouri

Previous experience

  • Morgan Stanley | Smith Barney, Financial Advisor and Planning Specialist, Boston, MA, 2001-2011
  • Merrill Lynch, Financial Advisor, Little Rock, AR, 1984-2001

Community participation

Trout Unlimited - Life Member, Greater Boston Chapter

Ducks Unlimited, Boston Chapter

Interests

Destination Fly Fisherman:

>>>Atlantic Salmon - Quebec
>>>Brook Trout - Labrador
>>>Rainbow Trout - Massachusetts, Arkansas
>>>Landlocked Salmon - Maine
>>>Sockeye Salmon - British Columbia
>>>Browns & Rainbows - New Mexico & Arkansas
>>>Stripers - Boston Harbor, Cape Cod & Cape Ann

Red Sox Faithful Fan

Groups and Associations:

>>>Boston Athenaeum
>>>Museum Fine Arts - Boston
>>>Trout Unlimited - Life Member
>>>Ducks Unlimited
>>>Fin, Fur & Feather Club of Wellesley and Natick