Unclaimed
Weston Kammer is an investment advisor representative at 49 Financial, located in El Segundo, California. Weston has been in the industry since 2024 and is registered in California. Weston is also a financial planner and offers financial planning services and client services. Weston holds the Series 65 license, having passed the Uniform Investment Adviser Law Examination. Weston has specialized in providing financial planning services to individuals and high-net-worth individuals.
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.
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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CA
04/04/2024 - Present
49 Financial (El Segundo CA)
IA
Issued 04/04/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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