Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Milton Weimer is a financial professional with over 27 years of experience in the industry. William is currently registered with Eagle Strategies LLC. William is a Certified Financial Planner and a Chartered Financial Consultant. William specializes in financial planning, pension consulting, and providing educational seminars. William is also licensed to provide portfolio management for individuals. William has a wide range of experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. William's extensive knowledge and experience make him a valuable resource for clients seeking financial guidance.
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.
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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VA
07/22/2004 - Present
Eagle Strategies LLC (MECHANICSVILLE VA)
BC
Issued 12/4/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/4/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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