Unclaimed
Chris Wieder is a financial advisor at Allegheny Financial Group Ltd., a firm registered with the Securities and Exchange Commission (SEC) and several state regulators. Chris has been in the financial industry since 1999 and has worked for a number of other financial institutions in addition to Allegheny Financial Group. Chris offers a variety of services, including financial planning, portfolio management, and investment management. Chris is also a Certified Financial Planner. Chris has a broad range of experience in serving individuals, high net worth individuals, families, charitable organizations, corporations and businesses. Chris is registered to provide investment advice in 13 states.
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.
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.
Performance based fees pd to gps of affiliated entities
1
2
PA
04/22/2013 - Present
Allegheny Financial Group Ltd. (PITTSBURGH PA)
OH
09/29/2004 - 10/24/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
KS
05/08/2002 - 09/20/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
11/14/2000 - 10/25/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
05/11/1999 - 11/17/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/11/1999 - 11/17/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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