Unclaimed
Norman Martin Weast is a financial advisor with over 49 years of experience in the industry. Norman Weast is currently registered with Osaic Wealth, Inc., and has been with the firm since 09/01/2023. Prior to joining Osaic Wealth, Inc., Norman Weast was employed by SAGEPOINT FINANCIAL, INC. from 10/31/2005 to 9/1/2023. Norman Weast is also licensed to provide investment advice in several states. Norman Weast holds Series 65, Series 63, Series 7TO, SIE and Series 1 licenses.
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.
1
2
MI
09/01/2023 - Present
Osaic Wealth, Inc. (PLYMOUTH MI)
MI
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PLYMOUTH MI)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
03/30/1981 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
12/11/1973 - 09/12/1986
MANEQUITY, INC.
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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