Unclaimed
Abby Leigh Weber is a registered representative and investment advisor representative, currently working at LPL Financial LLC. Abby holds a Series 7, Series 66, and SIE licenses, and has been working in the financial industry since November 2018. Abby works out of the LPL Financial Eau Claire, WI branch. Abby's firm provides a variety of financial services, including investment advisory services, financial planning, and consulting. They work with a range of clients, including individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
01/15/2019 - Present
LPL Financial LLC (EAU CLAIRE WI)
BOTH
Issued 12/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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