Unclaimed
Kennon Weaver is a financial advisor with Wells Fargo Clearing Services, LLC. Kennon has been in the industry since 2008 and holds a Series 66, Series 63, Series 10, Series 9, Series 31, SIE, and Series 7 license. Kennon is registered with the state of Texas and other states. Previously, Kennon worked for CUSO Financial Services, LP and Ameriprise Financial Services, Inc. In addition to being a financial advisor, Kennon is also a business owner with interests in crossfit gyms and real estate. Kennon's primary focus is on providing investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
02/16/2022 - Present
Wells Fargo Clearing Services, LLC (SHERMAN TX)
AZ
06/29/2021 - 01/24/2022
CUSO FINANCIAL SERVICES, L.P. (Tempe AZ)
AZ
08/21/2013 - 07/07/2021
WELLS FARGO CLEARING SERVICES, LLC (TUCSON AZ)
TX
04/16/2013 - 08/22/2013
AMERIPRISE FINANCIAL SERVICES, INC. (BURLESON TX)
TX
06/13/2011 - 03/21/2013
EDWARD JONES (CLEBURNE TX)
TX
04/10/2008 - 06/07/2011
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/09/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kennon Weaver is the right advisor for you? Invested Better is here to help.