Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Uwe? Claim Your ProfileUwe Schweikert is a financial advisor with Commonwealth Financial Network. Uwe has been in the financial services industry since September 1990. Uwe is registered with the state of North Carolina and holds licenses for several Series exams including Series 6, 7, 24, 51, 63, and 66. Uwe specializes in various financial advisory services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Uwe is also a 50% owner of WBDFC, LLC, an entity that buys and manages commercial real estate. Uwe is dedicated to providing comprehensive financial advice to individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
01/20/2017 - Present
Commonwealth Financial Network (Burlington NC)
NC
09/10/1990 - 01/24/2017
AMERIPRISE FINANCIAL SERVICES, INC. (BURLINGTON NC)
MN
03/27/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/07/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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