Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Jean Weems has over 20 years of experience in the financial services industry. Carol is a Certified Financial Planner and is currently registered with Onedigital Investment Advisors. Prior to joining Onedigital Investment Advisors, Carol was affiliated with Triad Advisors, LPL Financial, and Woodbury Financial Services. Carol specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, families, businesses, and retirement 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
01/05/2015 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
WA
02/16/2017 - 08/23/2024
TRIAD ADVISORS LLC (Spokane WA)
WA
10/02/2012 - 01/11/2017
LPL FINANCIAL LLC (SPOKANE WA)
WA
06/02/2003 - 10/03/2012
WOODBURY FINANCIAL SERVICES, INC. (SPOKANE WA)
IA
Issued 02/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carol Weems is the right advisor for you? Invested Better is here to help.
