Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Weyman is a financial advisor with over 15 years of experience in the financial services industry. Brian currently holds a Series 6, 63 and 65 license and is registered with Equity Services, Inc. Brian has also previously worked at several other firms including AXA Advisors, LLC, Mutual of Omaha Investor Services, Inc., Hornor, Townsend & Kent, Inc., Financial Network Investment Corporation, and Princor Financial Services Corporation. Brian has a deep understanding of the financial markets and provides a wide range of financial services to his clients, including financial planning, portfolio management, and insurance. Brian is committed to providing his clients with personalized advice and guidance 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.
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.
1
2
PA
09/18/2018 - Present
Equity Services, Inc. (MEDIA PA)
PA
10/11/2016 - 08/10/2018
AXA ADVISORS, LLC (PHILADELPHIA PA)
NJ
03/10/2014 - 10/18/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MARLTON NJ)
NJ
10/14/2011 - 03/04/2014
HORNOR, TOWNSEND & KENT, INC. (MARLTON NJ)
NJ
06/05/2008 - 09/30/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (MT LAUREL NJ)
NJ
03/14/2008 - 06/09/2008
PRINCOR FINANCIAL SERVICES CORPORATION (MARLTON NJ)
IA
Issued 12/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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