linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Patrick Weber

Blue Bell Private Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Patrick Weber

Michael Weber is a financial advisor with Blue Bell Private Wealth Management, LLC. Michael has been in the financial services industry for over 15 years. Michael earned his Series 7 and Series 66 licenses and is a Certified Financial Planner. Michael's experience includes working with Ameriprise Financial Services, Inc. and Commonwealth Financial Network. Michael specializes in working with individuals and corporations and helping them reach their financial goals. Michael's practice focuses on financial planning and portfolio management.

Firm Information

Michael Weber is currently registered with Blue Bell Private Wealth Management, LLC. Blue Bell Private Wealth Management, LLC is an investment advisor headquartered in BLUE BELL, PA. They manage approximately $670.7 million in assets for individuals, corporations, and charitable organizations. Their services include financial planning, portfolio management, and investment advisory services.
Blue Bell Private Wealth Management, LLC

BLUE BELL EXECUTIVE CAMPUS

BLUE BELL, PA 19422-2322

$670.70M

Assets Under Management

1

Total Clients

8

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Weber’s Registration & Firm History

PA

04/12/2021 - Present

Blue Bell Private Wealth Management, LLC (BLUE BELL PA)

PA

01/08/2016 - 06/23/2016

AMERIPRISE FINANCIAL SERVICES, INC. (East Norriton PA)

PA

04/16/2015 - 12/21/2015

COMMONWEALTH FINANCIAL NETWORK (CONSHOHOCKEN PA)

PA

08/08/2005 - 02/09/2015

AMERIPRISE FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)

MN

08/08/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Michael Patrick Weber is right for you?

Licenses & Designations

BOTH

Issued 08/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Patrick Weber.
Not sure if Michael Patrick Weber is right for you?