Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Weaver is a financial advisor with over 30 years of experience in the industry. Michael currently works at Geneos Wealth Management, Inc. Michael has experience working at various firms, including Hornor, Townsend & Kent, LLC, Next Financial Group, Inc., and Capital Brokerage Corporation. Michael is a Certified Financial Planner and holds Series 7, 55, 63, and 65 licenses. Michael specializes in providing financial planning services to individuals, corporations, and charitable organizations. Michael is also a board member of the Brookhaven Men's Tennis Association and Valley View Park Estates HOA.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/30/2020 - Present
Geneos Wealth Management, Inc. (Addison TX)
TX
08/18/2004 - 11/02/2020
HORNOR, TOWNSEND & KENT, LLC (ADDISON TX)
TX
01/07/2004 - 08/10/2004
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
VA
08/19/2003 - 01/02/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
TX
07/20/2000 - 09/12/2002
SERVICE ASSET MANAGEMENT COMPANY (AUSTIN TX)
TX
02/19/1998 - 09/01/2000
SERVICE ASSET MANAGEMENT COMPANY (DALLAS TX)
NA
01/28/1998 - 02/19/1998
SERVICE ASSET MANAGEMENT COMPANY
TX
02/18/1997 - 01/28/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NJ
01/01/1991 - 11/15/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/04/1988 - 01/01/1991
ROTAN MOSLE INC.
NA
09/01/1987 - 01/04/1988
BOETTCHER & COMPANY, INC.
NA
07/01/1986 - 09/01/1987
LOVETT MITCHELL WEBB & GARRISON, INC.
NA
03/22/1983 - 07/14/1986
GREER MORELAND FOSDICK SHEPHERD INC.
IA
Issued 10/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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