Unclaimed
Joseph Martin Weger is a securities professional with over 9 years of experience in the financial industry. Joseph is currently registered with Capfinancial Securities, LLC, where he holds a Series 7 and Series 63 license. Previously, Joseph worked at Fidelity Brokerage Services LLC. Joseph is licensed in North Carolina and is committed to providing his clients with sound financial advice and investment guidance.
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.
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.
1
2
NC
03/06/2015 - Present
Capfinancial Securities, LLC (RALEIGH NC)
NC
10/06/2014 - 02/02/2015
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BC
Issued 10/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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