Weisert Investment Services, Inc.
Weisert Investment Services, Inc. (CRD# 111670) is a financial advisory firm headquartered in , . They manage $3,115,595 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$62,312
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
Roy Weisert (CRD# 2255515) is an Investment Advisor Representative working at Weisert Investment Services, Inc. in Virginia Beach, VA and has over 25 years of experience in the finance industry. Roy Weisert 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.
Maegan Cahoon (CRD# 6645864) is an Investment Advisor Representative working at Weisert Investment Services, Inc. in Virginia Beach, VA and has 1 year of experience in the finance industry.