Paul Howard Weinstein

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → Present
  Raymond James Financial Services
  Fort Myers, FL
• 01/2010 → Present
  Raymond James Financial Services Advisors, Inc.
  Fort Myers, FL
• 03/2016 → Present
  West Charlotte Commercial
  Fort Myers, FL

Previous Registrations

• 1996-11-15 → 2008-08-14
  Ubs Financial Services Inc.
  Fort Myers, FL
  Ft. Myers, FL

Other Businesses

(1)Name of Business: Brewski Brothers LLC Address: 15204 Fiddlesticks Blvd, Fort Myers, FL, 33912, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 01/14/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: PR Lending Address: 4575 Via Royale #218, Fort Myers, FL, 33919, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 09/21/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Passive investor (3)Name of Business: Weinstein/Falk Address: 13720 6 Mile Cypress Pkwy, Ste #1, Fort Myers, FL, 33912, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 09/14/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Acting as co-trustee of my 88 year old mother's trust (4)Name of Business: West Charlotte Commercial Address: Hancock Bridge Pkwy, N. Ft. Myers, FL, 33903, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 03/18/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: WWFG Ventures Address: 13720 6 Mile Cypress Pkwy Ste 1, Fort Myers, FL, 33912, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Partner (6)Name of Business: Weinstein Wilkes Financial Group Address: 13720 6 Mile Cypress Pkwy Ste 1, Fort Myers, FL, 33912, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2008 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Managing partner

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-11-18

Designations

• Certified Financial Planner