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Jeffrey Allen Weber

NBC Securities, Inc.

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About Jeffrey Allen Weber

Jeffrey Weber has been a registered financial professional since 1994. Jeffrey is currently a Registered Representative and Investment Advisor Representative for NBC Securities, Inc.. Jeffrey has previously worked for several other firms, including FIRST STATE FINANCIAL MANAGEMENT, INC., LPL FINANCIAL LLC, and NATCITY INVESTMENTS, INC.. Jeffrey's licenses and certifications include the Series 6, 7, 26, 63, and 65. Jeffrey provides financial planning and portfolio management services to individuals, businesses, and retirement plans.

Firm Information

Jeffrey Weber is currently registered with NBC Securities, Inc.. NBC Securities, Inc. is a corporation headquartered in Birmingham, Alabama, that has been in operation since March 13, 1986. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $1 billion to $10 billion in assets and has a presence in all 50 states and the District of Columbia.
NBC Securities, Inc.

1927 FIRST AVENUE NORTH

BIRMINGHAM, AL 35203

$1.72B

Assets Under Management

100

Total Clients

83

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 Weber’s Registration & Firm History

MO

02/01/2021 - Present

NBC Securities, Inc. (WASHINGTON MO)

MO

02/02/2011 - 06/07/2019

FIRST STATE FINANCIAL MANAGEMENT, INC. (WASHINGTON MO)

MO

06/30/2008 - 01/31/2011

LPL FINANCIAL LLC (CHESTERFIELD MO)

MO

10/10/2007 - 07/01/2008

NATCITY INVESTMENTS, INC. (BALLWIN MO)

MO

10/01/2002 - 10/04/2007

U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)

TN

02/21/2002 - 09/23/2002

PFIC SECURITIES CORPORATION (FRANKLIN TN)

MN

12/01/2001 - 02/08/2002

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

NJ

01/03/2000 - 12/01/2001

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

MO

10/29/1996 - 01/03/2000

MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)

CT

03/16/1994 - 05/13/1996

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 02/21/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/1998

Series 7 - General Securities Representative Examination

BC

Issued 03/15/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Allen Weber. Review regulatory record here.
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