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Keith Alan Weinstein

Ameriprise Financial Services, LLC

Newton, MA

Brookline, MA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-07-08
TX RA APPROVED_RES 2011-10-17
  • CT RA
    APPROVED
    Since 2024-07-08
  • TX RA
    APPROVED_RES
    Since 2011-10-17

Branch Locations

2221 Washington St Ste 202, Newton, MA 02462 • United States

Brookline, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Boston MA 09/2011 03/2020
Ameriprise Financial Services, Llc Boston MA 03/2020 Present
Other Businesses

Real Estate Ownership; Vacation Home / Beach House/Seasonal Occupancy; 276 Shore Road #16 Truro, MA 02666, ,; Not Investment-Related; 05/15/2015.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-03-31
S63 Uniform Securities Agent State Law Examination 1990-03-28
  • S65 Uniform Investment Adviser Law Examination
    1994-03-31
  • S63 Uniform Securities Agent State Law Examination
    1990-03-28

View on SEC IAPD

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