Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bryant Weimer is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered with LPL Financial LLC. William has previously held positions with firms such as Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Lincoln Financial Advisors Corporation. William is also registered as an Investment Advisor Representative in the state of Ohio. William has earned the Series 7, Series 63 and Series 65 licenses.
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.
Consulting and other non-discretionary advisory services
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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2
OH
09/02/2022 - Present
LPL Financial LLC (LANCASTER OH)
OH
06/01/2009 - 06/21/2012
MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)
OH
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
MD
10/27/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IN
03/05/2003 - 03/08/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/05/2003 - 03/08/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
07/12/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
MN
07/23/1999 - 07/20/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
OH
03/24/1998 - 07/29/1999
OMNI FINANCIAL SECURITIES, INC. (COLUMBUS OH)
MN
10/24/1997 - 03/23/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
07/09/1992 - 09/24/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
OH
08/22/1988 - 07/14/1992
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
NA
12/24/1985 - 08/25/1988
THE OHIO COMPANY
IA
Issued 03/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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