Daniel Weimer (CRD# 1859854) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Mars, PA and has over 34 years of experience in the finance industry. Daniel Weimer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Wealth Management, Inc. | San Ramon, CA | May 2020 - Current | 3 |
| Fortune Financial Services, Inc. | Monaca, PA | Feb 2020 - Current | 4 |
| Wesbanco Securities Inc. | Pittsburgh, PA | Aug 2019 - Nov 2019 | < 1 |
| Key Investment Services LLC | Coraopolis, PA | Sep 2016 - Aug 2019 | 2 |
| First Niagara Securities | Pittsburgh, PA | Sep 2009 - Sep 2016 | 7 |
| Lpl Financial LLC | Coraopolis, PA | Sep 2009 - Sep 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management243MILLIONS
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$151,068
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