Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ella? Claim Your ProfileElla Weymon is a registered investment advisor representative with Money Concepts Capital Corp. Ella has been in the financial services industry since 1995 and has a strong background in investment advisory services, financial planning and portfolio management for individuals and businesses. Ella has passed the Series 6, 7, 63 and 65 exams. She has been a registered representative in Michigan since 2008 and also holds an active Investment Advisor representative license. Ella is committed to providing her clients with the highest quality financial advice and guidance. Ella has also served as the president of Weymon & Associates, Inc., which provides accounting, payroll and tax services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
02/02/2011 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
MI
01/23/1996 - 05/14/2008
H.D. VEST INVESTMENT SERVICES (HOLLAND MI)
MI
03/16/1995 - 06/13/1995
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
IA
Issued 02/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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