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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elleanor? Claim Your ProfileElleanor Lynn Weirich is a financial professional with over 30 years of experience in the industry. Elleanor is currently registered with Commonwealth Financial Network, a firm that provides a range of financial services to individuals, businesses and institutions. Elleanor has a wide range of experience and holds licenses to advise on various financial products and services. Elleanor's commitment to client service and her expertise have helped her achieve success in the financial services industry. Elleanor is also a Certified Financial Consultant and has a diverse background with experience in human resources, insurance and real estate.
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.
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.
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TX
06/30/2000 - Present
Commonwealth Financial Network (SAN ANTONIO TX)
OK
06/30/2000 - 12/31/2023
COMMONWEALTH FINANCIAL NETWORK (TULSA OK)
MA
07/09/1991 - 06/27/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 05/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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