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Herbert Gerry Wiebe

Pathfinder Financial Services

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About Herbert Gerry Wiebe

Herbert Gerry Wiebe is a financial advisor with Pathfinder Financial Services in EL PASO, TX. Herbert has a wealth of experience in the financial industry, with previous roles at ROYAL ALLIANCE ASSOCIATES, INC. and NYLIFE SECURITIES LLC. Herbert specializes in providing financial planning and portfolio management services for individuals and businesses.

Firm Information

Herbert Wiebe is currently registered with Pathfinder Financial Services. Pathfinder Financial Services is an independent financial advisory firm based in Minnesota. With over 62 million dollars in regulatory assets under management, the firm provides financial planning and portfolio management services to individuals and retirement plans.

$62.93M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Herbert Wiebe’s Registration & Firm History

TX

12/08/2017 - Present

Pathfinder Financial Services (EL PASO TX)

TX

02/05/2016 - 12/05/2017

ROYAL ALLIANCE ASSOCIATES, INC. (EL PASO TX)

TX

01/05/2016 - 02/09/2016

NYLIFE SECURITIES LLC (EL PASO TX)

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Licenses & Designations

IA

Issued 05/22/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/15/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2017

Series 24 - General Securities Principal Examination

BC

Issued 12/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2017

Series 7 - General Securities Representative Examination

BC

Issued 01/05/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Herbert Gerry Wiebe.
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