Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weston? Claim Your ProfileWeston Cangilla is a financial advisor registered in California and Colorado. Weston has been working in the financial services industry since October 2016. Weston is currently employed by LPL Financial LLC, a firm headquartered in Fort Mill, South Carolina. Weston has also previously worked for Transamerica Capital, Inc. and OppenheimerFunds Distributor, Inc. Weston holds the Series 7, 6, 63, SIE, and 99TO licenses. Weston specializes in financial planning, portfolio management for individuals and businesses, and providing educational seminars.
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.
Consulting and other non-discretionary advisory services
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
CA
10/12/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
CO
06/12/2019 - 08/16/2023
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
08/17/2016 - 06/03/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BC
Issued 05/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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