Roberta Weinstein
Kms Financial Services, Inc
Financial Planner in Portland, OR
Address:838 SW 1st Ave, Ste 100
Portland, OR 97204
About Roberta Weinstein
Roberta Weinstein is a financial professional at Kms Financial Services, Inc located in Portland, Oregon. Roberta Weinstein holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Roberta Weinstein provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Roberta Weinstein838 SW 1st Ave, Ste 100
Portland, OR 97204
Phone Number:
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Website:
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