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Timothy Curt Wewer

Avantax Investment Services, Inc.

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About Timothy Curt Wewer

Timothy Curt Wewer is a financial advisor registered with Avantax Investment Services, Inc. Timothy is a licensed securities professional who has been in the financial industry since 2003. Timothy has a broad range of experience working for several firms and is also registered with the states of Alabama, Missouri, New Hampshire, New York, North Carolina and Pennsylvania.

Firm Information

Timothy Wewer is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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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Timothy Wewer’s Registration & Firm History

NY

11/15/2019 - Present

Avantax Investment Services, Inc. (Evan Mills NY)

NC

03/10/2014 - 11/18/2019

PFS INVESTMENTS INC. (GREENSBORO NC)

NY

05/04/2012 - 11/15/2013

H.D. VEST INVESTMENT SERVICES (EVANS MILLS NY)

NY

06/15/2011 - 05/09/2012

FSC SECURITIES CORPORATION (EVANS MILL NY)

NY

07/08/1998 - 12/06/2006

H.D. VEST INVESTMENT SERVICES (THERESA NY)

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Licenses & Designations

BC

Issued 09/20/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Curt Wewer.
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