Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Wendell Weeks is a financial advisor in COCOA, FL with over 28 years of experience in the financial services industry. Warren is currently registered with Cetera Investment Advisers LLC and has been in this role since September 2022. Prior to that, Warren worked for FIRST ALLIED SECURITIES, INC. from December 2004 to September 2022 and for MORGAN STANLEY DW INC. from April 1995 to December 2004. Warren has a wide range of experience in the financial services industry, including experience with investment companies, insurance companies, banks, and individuals. Warren has a commitment to providing personalized financial advice to meet the unique needs of each client.
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.
A percentage of the total value of assets under management is charged.
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2
FL
11/12/2020 - Present
Cetera Investment Advisers LLC (COCOA FL)
FL
12/03/2004 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (COCOA FL)
NY
04/06/1995 - 12/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
01/13/1994 - 06/13/1994
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 04/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 01/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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