Unclaimed
Robert Louis Weimer is a financial advisor with Edward Jones. Robert has been in the financial services industry since 2013. Robert has a Series 7, Series 66 and SIE licenses. Robert has been registered with the state of Texas since 2024. In addition, Robert holds the Chartered Financial Analyst designation. Robert has prior experience with Vanguard Marketing Corporation and Securian Financial Services, Inc. Robert is currently registered with the state of North Carolina and Texas as a Registered Representative and Investment Advisor Representative for Edward Jones. Robert is also registered with the state of Alabama, California, Florida, Georgia, Illinois, Nevada, Pennsylvania, South Carolina, Tennessee, Utah, Virginia, and West Virginia.
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.
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.
See schedule d - miscellaneous
1
2
NC
04/26/2024 - Present
Edward Jones (MOORESVILLE NC)
NC
03/21/2014 - 05/09/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
02/28/2013 - 03/03/2014
EDWARD JONES (STATESVILLE NC)
NC
10/24/2012 - 12/03/2012
SECURIAN FINANCIAL SERVICES, INC. (DURHAM NC)
BOTH
Issued 03/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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