Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weston? Claim Your ProfileWeston Robert Hewins is a financial advisor with over 7 years of experience in the industry. Weston has a strong background in securities, having passed the Series 7, Series 10, Series 9, Series 63 and Series 66 exams. Weston currently works at Fidelity Personal And Workplace Advisors as a registered representative. Previous to Fidelity Weston worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Weston focuses on providing financial advice to individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
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.
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2
RI
02/10/2023 - Present
Fidelity Personal AND Workplace Advisors (PROVIDENCE RI)
RI
09/15/2015 - 10/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 08/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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