Unclaimed
Warren Wilbur Weik is a Registered Investment Advisor Representative at Weik Capital Management. Warren has been in the industry since June 2014. Warren is registered with the state of Pennsylvania. Warren has a Series 65 license. Warren specializes in portfolio management for individuals, businesses and pooled investment vehicles. Weik Capital Management manages approximately $277,644,326 in assets, and is registered with the state of Pennsylvania.
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.
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.
A percentage of the total value of assets under management is charged.
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PA
11/06/2012 - Present
Weik Capital Management (WYOMISSING PA)
IA
Issued 11/05/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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