linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Lee Weiss

Variable Investment Associates, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Lee Weiss

David Lee Weiss is a financial advisor with over 30 years of experience in the financial services industry. David is registered with Variable Investment Associates, Inc. in Ohio, Indiana and North Carolina and has held previous registrations with several other firms. David holds the Series 6 and SIE licenses and the Series 63 license. David's current branch office location is in Tea, South Dakota.

Firm Information

David Weiss is currently registered with Variable Investment Associates, Inc.. Variable Investment Associates, Inc. is a Corporation formed in 1997-10-03. It is approved and registered in 49 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

56

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Weiss’s Registration & Firm History

SD

01/23/2003 - Present

Variable Investment Associates, Inc. (TEA SD)

MI

02/09/2002 - 12/31/2002

SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)

CA

06/01/1996 - 02/09/2002

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

SD

08/21/1990 - 06/01/1996

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

GA

09/09/1985 - 07/16/1990

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

Not sure if David Lee Weiss is right for you?

Licenses & Designations

BC

Issued 09/20/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Lee Weiss. Review regulatory record here.
Not sure if David Lee Weiss is right for you?