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Kathleen Bolger Weir

Nationwide Fund Distributors LLC

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About Kathleen Bolger Weir

Kathleen Bolger Weir is a registered investment advisor. Kathleen is currently registered with Nationwide Fund Distributors LLC and has been in the industry since 1992. Previously Kathleen has worked for Hartford Funds Distributors, LLC, Hartford Life Distributors, LLC, AllFirst Brokerage Corporation, GNA Securities, Inc., PML Securities Company, and The Great-West Life Assurance Company. Kathleen holds Series 6, Series 26, Series 63 and SIE licenses. Kathleen is licensed in Indiana.

Firm Information

Kathleen Weir is currently registered with Nationwide Fund Distributors LLC. Nationwide Fund Distributors LLC is a Limited Liability Company formed on April 29, 2007. The firm is registered with the SEC and in all 50 states, as well as in Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

43

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.

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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Kathleen Weir’s Registration & Firm History

OH

11/19/2015 - Present

Nationwide Fund Distributors LLC (Columbus OH)

PA

12/03/2012 - 06/19/2015

HARTFORD FUNDS DISTRIBUTORS, LLC (RADNOR PA)

PA

07/20/1999 - 12/03/2012

HARTFORD LIFE DISTRIBUTORS, LLC (RADNOR PA)

MD

05/03/1999 - 07/30/1999

ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)

VA

08/06/1991 - 07/08/1993

GNA SECURITIES, INC. (GLEN ALLEN VA)

DE

01/02/1986 - 10/04/1989

PML SECURITIES COMPANY (NEWARK DE)

NA

01/17/1983 - 11/13/1984

THE GREAT-WEST LIFE ASSURANCE COMPANY

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Licenses & Designations

BC

Issued 05/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kathleen Bolger Weir. Review regulatory record here.
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