Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Filip? Claim Your ProfileFilip Wieland is a financial advisor currently registered with Planmember Securities Corp. Filip has been in the financial services industry since 1987 and has held several positions with various firms. Filip holds licenses for Series 63, 65, 7, 9, 10 and 24. Filip is also an active insurance agent. Filip can help individuals, businesses, high net worth individuals, pension and profit sharing plans, charitable organizations and corporations. The firm provides financial planning, pension consulting, educational seminars and investment supervisory 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.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/05/2008 - Present
Planmember Securities Corp. (KEY LARGO FL)
CT
04/13/2006 - 08/07/2008
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
MO
10/01/2000 - 10/18/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/18/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
04/06/1993 - 01/11/1995
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NC
10/16/1992 - 03/24/1993
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
CA
12/01/1989 - 10/23/1992
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
06/04/1990 - 03/05/1992
FUNDTRUST INVESTMENT COMPANY SERVICES, INC.
CA
09/30/1988 - 12/12/1989
GLENFED BROKERAGE SERVICES (GLENDALE CA)
NA
05/04/1988 - 07/23/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/21/1987 - 05/17/1988
HAMPTON SECURITIES, INC.
NA
05/22/1986 - 09/30/1987
BLINDER, ROBINSON & CO., INC.
IA
Issued 05/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Filip Wieland is the right advisor for you? Invested Better is here to help.
