Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weston? Claim Your ProfileWeston Blosser is a financial advisor with over 24 years of experience in the industry. Weston has worked for several firms, including Charles Schwab & Co., Inc., Ameriprise Financial Services, Inc., and Northwestern Mutual Investment Services, LLC. Weston has a strong track record of success and is committed to providing clients with personalized financial advice. Weston currently works for Cetera Investment Advisers LLC, which offers a wide range of financial services, including financial planning, portfolio management, and pension consulting.
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.
1
2
IN
03/21/2024 - Present
Cetera Investment Advisers LLC (Fort Wayne IN)
CO
06/12/2018 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (DENVER CO)
CO
06/23/2014 - 09/15/2017
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
MN
01/22/2010 - 06/04/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/05/2009 - 08/03/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)
ME
03/15/2006 - 02/25/2008
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
ME
11/04/2004 - 12/16/2004
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CO
04/11/2002 - 09/13/2004
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
CO
11/17/2000 - 11/07/2001
FOUNDERS ASSET MANAGEMENT LLC (DENVER CO)
CO
09/12/1996 - 11/10/2000
JANUS DISTRIBUTORS, INC. (DENVER CO)
NY
11/10/1995 - 12/20/1995
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 10/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 03/25/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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