Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tomislav? Claim Your ProfileTomislav Weigand is a financial advisor registered with Wells Fargo Clearing Services, LLC. Tomislav is located in Cypress, TX. Tomislav has been in the financial industry for over 10 years. Tomislav is a registered representative and investment advisor representative and is licensed to sell securities in a number of states. Tomislav has experience working with clients of all types, including individuals, corporations, and charitable organizations. Tomislav's specialization is in providing portfolio management, financial planning, and investment consulting services. Tomislav is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/12/2014 - Present
Wells Fargo Clearing Services, LLC (CYPRESS TX)
TX
03/22/2013 - 11/29/2013
EDWARD JONES (HOUSTON TX)
BOTH
Issued 05/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tomislav Weigand is the right advisor for you? Invested Better is here to help.
