Unclaimed
Arthur Weber is a financial advisor with Osaic Wealth, Inc. with over 25 years of experience in the industry. Arthur has been active in the financial services industry since 1998. Arthur is registered in Florida and Minnesota, and holds Series 6, Series 63, and Series 65 licenses. Arthur's experience includes working with clients in the areas of Financial Planning, Pension Consulting, and Educational Seminars. He also has experience in Portfolio Management for Individuals and Businesses. Arthur is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/19/2024 - Present
Osaic Wealth, Inc. (NAPLES FL)
FL
01/18/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NAPLES FL)
NY
12/02/2003 - 01/19/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
10/29/1998 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 11/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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