Unclaimed
Geoffrey Wiegand is a financial professional with W&S Brokerage Services, Inc. based in Mishawaka, IN. Geoffrey has been active in the financial industry since March 2015. He holds Series 6 and Series 63 licenses and the SIE exam. Geoffrey is registered to offer securities in Indiana and Michigan. His firm provides portfolio management services for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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IN
03/09/2015 - Present
W&S Brokerage Services, Inc. (Mishawaka IN)
BC
Issued 05/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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