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Jeffrey Alan Weiand

RTD Financial Advisors Inc.

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About Jeffrey Alan Weiand

Jeffrey Alan Weiand is a financial advisor with RTD Financial Advisors Inc. He has been in the financial services industry since 1985. Jeffrey specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Jeffrey holds Series 7 and Series 63 licenses and is a Certified Financial Planner.

Firm Information

Jeffrey Weiand is currently registered with RTD Financial Advisors Inc.. RTD Financial Advisors Inc. is a registered investment advisor located in Philadelphia, PA. They provide financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations. The firm manages approximately $2.12 billion in assets.
RTD Financial Advisors Inc.

30 S. 17TH STREET

PHILADELPHIA, PA 19103

$2.12B

Assets Under Management

Not reported

Total Clients

15

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jeffrey Weiand’s Registration & Firm History

PA

08/29/1991 - Present

RTD Financial Advisors Inc. (PHILADELPHIA PA)

AZ

03/18/1999 - 07/02/2001

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

CA

11/15/1989 - 04/01/1997

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

AZ

11/19/1989 - 12/12/1989

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

04/25/1986 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

01/13/1986 - 05/01/1986

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NA

09/25/1985 - 12/20/1985

JOHN HANCOCK DISTRIBUTORS, INC.

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Licenses & Designations

BC

Issued 03/17/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Alan Weiand.
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