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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Weeks is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Shreveport, Louisiana. Whitney has been in the industry since 2015 and is registered to provide investment advice in Arkansas, California, Delaware, Florida, Louisiana, Mississippi, Missouri, New Mexico, New York, North Carolina, Pennsylvania, Tennessee, and Texas. Whitney is a Series 6, 7, and 63 licensed advisor and holds the SIE and Series 65 licenses. Whitney has previous experience with Northwestern Mutual Investment Services, LLC, Capital One Investing, LLC, and CUNA Brokerage Services, Inc. In addition to her role as an advisor, Whitney is also a small business owner with a seasonal Christmas tree decorating business and a consultant/independent contractor for Rodan and Fields. Whitney is a highly qualified and experienced advisor that specializes in helping individuals, high-net-worth individuals, families, businesses, and institutional clients reach their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
LA
04/17/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SHREVEPORT LA)
LA
05/17/2018 - 09/18/2019
CUNA BROKERAGE SERVICES, INC. (Shreveport LA)
LA
05/15/2017 - 04/30/2018
CAPITAL ONE INVESTING, LLC (SHREVEPORT LA)
LA
06/16/2015 - 04/21/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SHREVEPORT LA)
IA
Issued 05/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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