Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Weimer is an investment advisor representative with Prosperity Wealth Management, Inc. He is registered with the state of Pennsylvania. He has a DBA of Life Goals Financial. Daniel has been in the industry since January 16, 1989. He holds the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE exam. He is also a Certified Financial Planner.
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.
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
PA
05/20/2020 - Present
Prosperity Wealth Management, Inc. (Mars PA)
PA
08/28/2019 - 11/06/2019
WESBANCO SECURITIES, INC. (PITTSBURGH PA)
PA
09/21/2016 - 08/16/2019
KEY INVESTMENT SERVICES LLC (CORAOPOLIS PA)
PA
09/08/2009 - 09/21/2016
LPL FINANCIAL LLC (MCKEES ROCKS PA)
PA
04/10/1997 - 08/31/2009
NATCITY INVESTMENTS, INC. (CORAOPOLIS PA)
OH
01/04/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
04/18/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
MN
01/20/1997 - 03/31/1997
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
OH
09/01/1995 - 01/24/1997
SPECTRUM SECURITIES CORPORATION (MAYFIELD HEIGHTS OH)
MA
09/02/1988 - 08/25/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/02/1988 - 08/25/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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