Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Peter Weidemann is a registered investment advisor representative with Oppenheimer & Co. Inc. Donald has been in the securities industry since September 19, 1988. Donald is registered in 21 states. Prior to Oppenheimer & Co. Inc., Donald was employed by MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Donald is 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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
02/11/2010 - Present
Oppenheimer & Co. Inc. (ASHEVILLE NC)
NC
06/01/2009 - 03/08/2010
MORGAN STANLEY SMITH BARNEY (ASHEVILLE NC)
NC
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ASHEVILLE NC)
GA
09/20/1988 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 10/16/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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