Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benard? Claim Your ProfileBenard Kyule Weibel is a financial advisor registered with LPL Financial LLC and has been in the industry since January 11, 2017. Benard is registered with the state of Indiana and has also previously been registered with OSAIC INSTITUTIONS, INC. and WELLS FARGO CLEARING SERVICES, LLC. Benard holds the Series 6, Series 63, Series 65 and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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
IN
02/01/2024 - Present
LPL Financial LLC (FORT WAYNE IN)
IN
01/25/2019 - 02/01/2024
OSAIC INSTITUTIONS, INC. (Fort Wayne IN)
IN
11/22/2016 - 12/04/2018
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
IA
Issued 05/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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