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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Weber is a registered investment advisor with Midwestern Securities Trading Company, LLC. Jeffrey has been in the financial services industry since 1996. Jeffrey holds multiple licenses and certifications including Series 4, 7, 24, 27, 52, 53, 63, 65, and 99. Jeffrey also holds the designation of Chartered Financial Consultant. Jeffrey has been registered with Midwestern Securities Trading Company, LLC since 2017. Jeffrey has experience providing investment advice to individuals, high-net-worth individuals, and corporations. Jeffrey also provides financial planning, pension consulting, educational seminars, and selection of other advisors. Jeffrey is licensed to provide investment advice in Illinois, Indiana, and New Mexico.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
A percentage of assets under 3rd party management
1
2
IL
04/12/2017 - Present
Midwestern Securities Trading Company, LLC (EAST PEORIA IL)
IN
10/03/2008 - 12/01/2016
QUESTAR CAPITAL CORPORATION (TERRE HAUTE IN)
IN
04/25/1996 - 09/12/2008
CAPITAL SELECT INVESTMENTS CORP. (COVINGTON IN)
IA
Issued 04/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2007
Series 4 - Registered Options Principal Examination
BC
Issued 03/26/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/20/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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