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Terry Steven Weissberg

Investment Adviser Representative at NORTHERN TRUST INVESTMENTS, INCORPORATED

North Palm Beach, FLCRD #1284073Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
52 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Terry Steven Weissberg has worked in the securities industry since 1991. They are registered to provide investment advisory services in 52 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 52 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTexasUtahVermontVirgin IslandsVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/1/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/6/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Northern Trust Investments, Incorporated Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NORTHERN TRUST INVESTMENTS, INCORPORATEDCurrent
2/17/2016North Palm Beach, FL
NORTHERN TRUST SECURITIES, INC.Current
2/3/2016Boyton Beach, FL
INDEPENDENT PORTFOLIO CONSULTANTS, INC.
7/5/20051/15/2016Boca Raton, FL
USALLIANZ SECURITIES, INC.
2/4/20047/7/2005North Palm Beach, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terry Steven Weissberg has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Terry Steven Weissberg - Financial Advisor in North Palm Beach, FL | AdvisorFinder