Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cay? Claim Your ProfileCay Weaver is a financial advisor registered with Stonex Advisors Inc. and has over 16 years of experience in the financial services industry. Cay is a registered representative with Series 63, 66, 7 and 24 licenses. Cay is also a registered investment advisor. Cay's specialties include portfolio management for businesses and individuals, financial planning, pension consulting, and selection of other advisors. Cay is also a managing member of Lakehouse Consulting, LLC, which provides compliance advice and services to broker/dealers.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
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2
FL
07/07/2023 - Present
Stonex Advisors Inc. (Winter Park FL)
NE
04/12/2021 - 04/11/2023
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
04/12/2021 - 04/11/2023
TRIAD ADVISORS LLC (ATLANTA GA)
GA
02/28/2019 - 04/11/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/28/2019 - 04/11/2023
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
02/28/2019 - 04/11/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
02/28/2019 - 04/11/2023
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AL
10/31/2017 - 11/09/2017
HARBOR FINANCIAL SERVICES, LLC (MOBILE AL)
AL
09/12/2013 - 09/26/2017
LPL FINANCIAL LLC (DADEVILLE AL)
AL
07/03/2009 - 10/01/2010
WELLS FARGO ADVISORS, LLC (ALEXANDER CITY AL)
NC
02/15/2006 - 09/14/2007
WACHOVIA INSURANCE SERVICES BROKER DEALER, INC. (CHARLOTTE NC)
AL
04/29/2002 - 02/06/2006
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
TX
10/14/1999 - 09/27/2000
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BOTH
Issued 10/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2013
Series 24 - General Securities Principal Examination
BC
Issued 11/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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