Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you June? Claim Your ProfileJune Marie Wiese is a financial advisor with over 20 years of experience in the industry. June is currently registered with Cambridge Investment Research Advisors, Inc. June has also held previous roles at Nationwide Securities, LLC, 1717 Capital Management Company, and Nationwide Securities, Inc. June is licensed to provide financial advice in Ohio. June's primary areas of focus include financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. June offers a variety of compensation arrangements including fixed fees, commissions, hourly charges, percentage of assets, and solicitation fees from third-party money managers.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
04/14/2020 - Present
Cambridge Investment Research Advisors, Inc. (Tiffin OH)
OH
08/01/2008 - 10/17/2018
NATIONWIDE SECURITIES, LLC (AMHERST OH)
OH
06/19/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (TIFFIN OH)
OH
01/08/2002 - 08/29/2007
NATIONWIDE SECURITIES, INC. (TOLEDO OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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