Unclaimed
Jensen Weynands is a financial advisor who is registered with RBC Capital Markets, LLC. Jensen is a registered representative and an investment advisor representative. Jensen has been in the financial services industry since November 5, 2021. Jensen is licensed to provide financial advice in the state of Texas. Jensen is also a registered representative with UBS Financial Services Inc. and Equitable Advisors, LLC. Prior to that, Jensen worked at Adams Financial Concepts, LLC and UBS. Jensen's past experience includes working at restaurants and as a server.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
TX
11/09/2023 - Present
RBC Capital Markets, LLC (DALLAS TX)
WA
06/15/2022 - 03/07/2023
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
WA
12/07/2020 - 05/26/2021
EQUITABLE ADVISORS, LLC (BELLEVUE WA)
BOTH
Issued 08/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jensen Weynands is the right advisor for you? Invested Better is here to help.