Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Weidman is a registered Investment Advisor Representative with Global View Capital Management LLC. Stephan has been in the financial services industry since 1991. Stephan has a wide range of experience in the financial services industry, including investment advisory, insurance, and marketing. Stephan is committed to providing clients with personalized financial advice and guidance. Stephan is also an insurance agent with Global View Capital Insurance Services, LLC, an affiliate of Global View Capital Advisors, LLC. Stephan markets and sells life, long-term-care, and disability insurance and fixed annuities.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
09/17/2019 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
04/12/2002 - 11/05/2010
WORLD GROUP SECURITIES, INC. (WAUKESHA WI)
GA
06/06/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
04/21/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
08/05/1991 - 01/24/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 8/1/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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