Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weston? Claim Your ProfileWeston Cummings Overholt is a financial advisor at Morgan Stanley Distribution, Inc. Weston has been working in the financial services industry since 2016. Weston has passed the Series 3, Series 7, and Series 63 exams. Weston is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in all 50 states and Puerto Rico.
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.
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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2
PA
11/15/2017 - Present
Morgan Stanley Distribution, Inc. (West Conshohocken PA)
NY
10/12/2016 - 10/09/2017
GFI SECURITIES LLC (NEW YORK NY)
BC
Issued 09/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2016
Series 3 - National Commodity Futures Examination
BC
Issued 10/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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