Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Joseph Weimer is an investment advisor representative with Confluence Financial Partners. Gregory is a registered investment advisor in Pennsylvania, Florida, and Texas. Gregory's practice focuses on high-net-worth individuals, charitable organizations, and corporations. Gregory has been in the industry since 1986 and has experience with Raymond James Financial Services and Wells Fargo Advisors. Gregory is also a board member of the Children's Hospital of Pittsburgh Foundation.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/29/2021 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
04/24/2015 - 07/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (McMurray PA)
PA
11/07/2013 - 05/06/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PITTSBURGH PA)
CA
11/10/1993 - 10/12/2012
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
FL
02/10/1989 - 11/02/1993
CNL SECURITIES CORP. (ORLANDO FL)
NA
07/23/1986 - 11/28/1988
BUTCHER & SINGER INC.
IA
Issued 11/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 02/04/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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