Sarajane Weinstein (CRD# 6920415) is an Investment Advisor Representative working at Kanner Financial Services LLC in North Haven, CT and has over 6 years of experience in the finance industry.
CRD# 1654
Janney Montgomery Scott LLC
CRD# 4759270
J.p. Morgan Securities LLC
CRD# 2184176
Agemy Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kanner Financial Services | North Haven, CT | Sep 2012 - Current | 11 |
| Temple Beth Sholom | Hamden, CT | Sep 2011 - Current | 12 |
| Self | Beacon Falls, CT | Jun 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- CT
-
Total Assets Under Management87MILLIONS
-
Total Number of Accounts125ACCOUNTS
-
Average Account Value$698,312
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT
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