Warren Weik, financial advisor Wyomissing PA
90 score

Warren Weik

CRD Number: 6116966
Current Firm: Weik Investment Services, Inc.

Warren Weik (CRD# 6116966) is an Investment Advisor Representative working at Weik Investment Services, Inc. in Wyomissing, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Weik Investment Services, Inc. Wyomissing, PA Aug 2010 - Current 6
Penske Truck Leasing Reading, PA Aug 2007 - Aug 2010 3
Unemployed Wyomissing, PA Feb 2007 - Jul 2007 < 1
Norco Dodge Chrysler Jeep Pottstown, PA Dec 2006 - Jan 2007 < 1
Unemployed Wyomissing, PA Nov 2006 - Nov 2006 < 1
Weik Investment Services, Inc. Wyomissing, PA Sep 2006 - Oct 2006 < 1
Stevens & Lee Reading, PA May 2005 - Aug 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Warren W. Weik
Phone Number: 610-376-2240
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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