Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ammie? Claim Your ProfileAmmie Dianne Weidner is a financial advisor who has been in the industry since 2006. Ammie is currently registered with Hightower Advisors, LLC in Wichita, KS and has been with them since October 2022. Prior to that, Ammie was a financial advisor at PRIVATE CLIENT SERVICES, LLC in Wichita, KS from September 2016 to December 2021. Ammie has also held positions at Morgan Stanley, Morgan Stanley & Co. Incorporated and Citigroup Global Markets Inc. Ammie is licensed to provide investment advice in Kansas.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
KS
10/31/2022 - Present
Hightower Advisors, LLC (Wichita KS)
KS
09/12/2016 - 12/31/2021
PRIVATE CLIENT SERVICES, LLC (Wichita KS)
KS
06/01/2009 - 09/19/2016
MORGAN STANLEY (WICHITA KS)
KS
07/03/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WICHITA KS)
KS
03/30/2007 - 07/24/2008
CITIGROUP GLOBAL MARKETS INC. (WICHITA KS)
NY
10/05/2004 - 11/25/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/10/2004 - 09/14/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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