Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Weisman is a financial advisor with over 23 years of experience in the industry. Arthur is a Certified Financial Planner and has a Series 7, Series 31, and Series 63 licenses. Arthur is registered to provide investment advice in 30 states and the District of Columbia. Arthur works with Wells Fargo Clearing Services, LLC, and provides financial planning, investment consulting services to institutional clients, and portfolio management for individuals and businesses.
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.
Investment consulting services to institutional 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.
1
2
OH
02/14/2014 - Present
Wells Fargo Clearing Services, LLC (PEPPER PIKE OH)
IA
Issued 01/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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