Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Weber is a financial advisor with over 20 years of experience in the financial services industry. David has a proven track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. David is registered with Raymond James Financial Services Advisors, Inc. and is also a registered investment advisor in Montana, Texas, and Florida. David specializes in providing financial advice to a variety of client types, including high-net-worth individuals, corporations, and retirement plans. David is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MT
01/04/2019 - Present
Raymond James Financial Services Advisors, Inc. (MISSOULA MT)
MT
01/29/2010 - 01/14/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MISSOULA MT)
MT
09/02/2005 - 02/04/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MISSOULA MT)
NY
12/20/2003 - 09/28/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 01/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/06/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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