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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Paul Weilacher is a financial advisor at Morgan Stanley with over 35 years of experience in the industry. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 31, and 63 licenses as well as a Series 65 license. Alan has a broad range of experience and holds a variety of registrations, including in Florida, Ohio, Pennsylvania, and Texas. Alan specializes in working with high-net-worth individuals, corporations, and charitable organizations. Prior to joining Morgan Stanley, Alan worked at Citigroup Global Markets Inc. and Lehman Brothers Inc.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
09/18/2009 - Present
Morgan Stanley (Pepper Pike OH)
OH
03/28/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEACHWOOD OH)
OH
07/31/1993 - 04/07/2008
CITIGROUP GLOBAL MARKETS INC. (CHAGRIN FALLS OH)
NY
01/26/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/23/1985 - 02/01/1989
MERICKA & CO., INC.
IA
Issued 08/26/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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