Nicholas Weiner (CRD# 7252054) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Zanesville, OH and has over 3 years of experience in the finance industry.
CRD# 3251296
Edward Jones
CRD# 4542547
Raymond James & Associates, Inc.
CRD# 2409682
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Securities, Inc. | Zanesville, OH | Jan 2023 - Current | 1 |
| Bankers Life Advisory Services, Inc. | Zanesville, OH | Jun 2020 - Current | 3 |
| Bankers Life & Casualty, Inc. | Zanesville, OH | Aug 2018 - Current | 5 |
| Gabe's | Zanesville, OH | Oct 2016 - Oct 2018 | 2 |
| Full Time Student | Mcconnelsville, OH | Aug 2005 - May 2017 | 11 |
| Morris Hardware | Mcconnelsville, OH | Jun 2016 - Oct 2016 | < 1 |
| Shriver's Pharmacy | Mcconnelsville, OH | May 2015 - Jun 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2023 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- OH
-
Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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