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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alphonse? Claim Your ProfileAlphonse Steven Weber is a financial advisor with Raymond James & Associates, Inc. Alphonse has been in the financial services industry for over 23 years and holds a Series 7, Series 63 and Series 65. Alphonse has a strong focus on providing financial planning, portfolio management and other advisory services for individuals, businesses and institutions. Alphonse is also licensed in Alabama, California, Florida, Kentucky, Maryland, Michigan, Nevada, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and Virginia. Prior to joining Raymond James & Associates, Inc., Alphonse worked at Hefren-Tillotson, 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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
08/25/2022 - Present
Raymond James & Associates, Inc. (CRANBERRY TOWNSHIP PA)
PA
03/15/2010 - 08/25/2022
HEFREN-TILLOTSON, INC. (WEXFORD PA)
BC
Issued 03/24/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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