Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Becky? Claim Your ProfileBecky Weyer is an Investment Advisor Representative associated with Cambridge Investment Research Advisors, Inc. Becky is a registered representative in Wisconsin and has been in the industry since February 2008. Becky has experience with a variety of financial products and services, and is committed to providing personalized financial guidance to individuals, families, and businesses. Becky works with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WI
08/20/2024 - Present
Cambridge Investment Research Advisors, Inc. (Verona WI)
WI
01/10/2022 - 08/21/2024
HARBOUR INVESTMENTS, INC. (Verona WI)
IA
09/27/2017 - 12/31/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Cedar Rapids IA)
WI
08/31/2017 - 09/29/2017
HARBOUR INVESTMENTS, INC. (Verona WI)
WI
03/11/2016 - 09/07/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Verona WI)
IA
06/16/2008 - 11/16/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (CEDAR RAPIDS IA)
IA
10/23/2007 - 06/16/2008
NATIONAL PLANNING CORPORATION (CEDAR RAPIDS IA)
IA
Issued 01/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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