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Michelle L Weaver

Cabot Lodge Securities LLC

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About Michelle L Weaver

Michelle Weaver is a financial advisor who has been in the industry since 1994. Michelle is currently registered with Cabot Lodge Securities LLC and has a Series 7, Series 63 and SIE license. Michelle has experience working at a number of firms, including Morgan Stanley and UBS Financial Services. Michelle works with individual clients.

Firm Information

Michelle Weaver is currently registered with Cabot Lodge Securities LLC. Cabot Lodge Securities LLC is a Limited Liability Company formed in October 2011 and is registered in all 50 states and the District of Columbia. The firm has been subject to two Regulatory Events and one Arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

30

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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Michelle Weaver’s Registration & Firm History

OH

10/07/2019 - Present

Cabot Lodge Securities LLC (Akron OH)

OH

11/04/2017 - 10/18/2019

IFS SECURITIES (Akron OH)

IL

10/03/2019 - 10/03/2019

CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)

OH

06/01/2009 - 11/06/2017

MORGAN STANLEY (AKRON OH)

OH

09/04/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (AKRON OH)

OH

10/25/1994 - 09/15/2008

UBS FINANCIAL SERVICES INC. (AKRON OH)

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Licenses & Designations

BC

Issued 10/21/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle L Weaver.
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