Unclaimed
Cameron Weprin is a financial professional with over 20 years of experience in the industry. Cameron is currently a Registered Representative with Charles Schwab & Co., Inc. located in Lone Tree, CO. Previously, Cameron worked with TRANSAMERICA CAPITAL, INC. and JANUS DISTRIBUTORS LLC. Cameron holds the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6) licenses. Cameron's specialties include investment advisory and financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
08/17/2017 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
10/02/2013 - 10/31/2016
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
09/08/1999 - 09/09/2013
JANUS DISTRIBUTORS LLC (DENVER CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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