Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Weikert is a financial advisor with Seia. David has over 20 years of experience in the financial services industry, beginning in 1999. David has held various positions at several firms, including Merion Wealth Partners, LLC, Mercap Advisors, Inc., and Mercap Securities, LLC. David is also a Certified Financial Planner. David is registered with the state of Pennsylvania as an Investment Advisor Representative and Securities Agent. David has worked in various areas within financial planning, including insurance sales and service and RIA sales and service. David has a broad client base that includes high-net-worth individuals, corporations, and charitable organizations. David focuses on providing financial planning, portfolio management, and education seminars to clients.
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.
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
CA
06/18/2024 - Present
Seia (LOS ANGELES CA)
PA
12/17/2020 - 06/17/2024
CADARET, GRANT & CO., INC. (Bethlehem PA)
PA
01/13/2012 - 12/18/2020
MERCAP SECURITIES, LLC (BETHLEHEM PA)
PA
03/30/2009 - 01/10/2012
THE STRATEGIC FINANCIAL ALLIANCE, INC. (BETHLEHEM PA)
PA
10/01/1999 - 03/30/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (BETHLEHEM PA)
BC
Issued 07/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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