Weiser Financial

Financial Planner

Special Care Planner
301 East Pine Street, Suite 800, Orlando, FL 32801

My Mission

My mission is to build trusted relationships with small business owners and individuals by providing a holistic approach to wealth management strategies and wealth protection. I focus on building a professional and ethical comprehensive practice in order to become an advisor to clients and help them reach their hopes, dreams, goals and aspirations.


Qualifications

  • Insurance license to offer Life and Health insurance in Arizona, California, Florida, Georgia, Illinois, North Carolina, New Jersey, New York, Ohio, Pennsylvania, and Tennessee. CA Lic. #0H97984.
  • Investment Adviser Representative and Registered Representative.
  • Series 7, 24, 63 and 65 Securities Registrations in  Arizona, California, Florida, Georgia, Illinios, Kentucky, North Carolina, New Jersey, New York, Ohio, Pennsylvania, and Washington.

 

 

Contact Information:

Weiser Financial

301 East Pine Street, Suite 800
Orlando, FL 32801

Securities and investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.  Weiser Financial is not a subsidiary or affiliate of MML Investor Servicies, LLC.  Supervisory address: 301 E. Pine Street, Suite 800, Orlando, FL 32801 (407) 425-7501.  CRN202003-227891

 

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Check the background of this financial professional on FINRA's BrokerCheck