Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chaunston? Claim Your ProfileChaunston Carlemer Weisensel is a financial advisor who has been working in the industry since 2018. Chaunston has experience with a variety of firms, including Pruco Securities, LLC., Prudential Insurance Company of America, Kowal Investment Group, LLC, Mutual Securities, Inc, and Creative Planning. Chaunston is currently registered with Creative Planning, LLC and holds both Series 63 and Series 65 licenses. Chaunston is a Certified Financial Planner™ professional. Chaunston provides a range of advisory services including financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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
WI
12/20/2024 - Present
Creative Planning (Brookfield WI)
WI
08/17/2018 - 07/08/2021
PRUCO SECURITIES, LLC. (WAUWATOSA WI)
IA
Issued 03/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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