Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Adams Weimar is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. William has been in the industry since 1984 and has experience working with various types of clients, including individuals, corporations, and charitable organizations. William is registered with FINRA and has a Series 7, Series 63, and Series 65 license. William offers a variety of advisory services including portfolio management, selection of other advisors, pension consulting, and 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.
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
10/26/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BATON ROUGE LA)
LA
08/14/2000 - 11/02/2007
UBS FINANCIAL SERVICES INC. (BATON ROUGE LA)
NY
04/03/1992 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NJ
12/10/1984 - 03/27/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/07/1984 - 12/13/1984
ISFA CORPORATION
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities 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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