 |
| |
| Basic information |
| Gender: |
| |
| Year Of Birth: |
| |
| RelationShip Status: |
| |
| City: |
| |
| State: |
| |
|
| Previous Employer |
| Emp2009: |
|
|
| Emp2008: |
|
| Emp2007: |
|
| Emp2006: |
|
| Emp2005: |
|
| Emp2004: |
|
| Emp1999: |
|
|
| Tests |
| |
|
|
| Test Date: |
4 |
| License |
| License held: |
|
| |
| States Registered in: |
| |
| Registered Since: |
| |
| Professional Affliations: |
| |
| |
| |
|
| |
Gerald Weigel |
| |
|
| |
Employer: |
| |
Company: |
Newbridge Securities Corp. |
| |
Company Address: |
3725 Williston Ste. 382 |
| |
Company Address2: |
|
| |
Company In City: |
Northwood |
| |
Company In State: |
Ohio |
| |
Company In Zip: |
43619 |
| |
Business Phone: |
419-691-9170 |
| |
Website: |
|
| |
Title: |
Senior Financial Advisor |
| |
Profile Updated on: |
|
| |
|
| |
Educational Background: |
| |
School |
Major |
Year Of Graduation |
|
|
| |
| |
| |
| |
| Professional Qualifications |
|
|
| |
|
| |
|
| |
Description Of
Professional Career: |
I currently hold the following license: Series 65 Registered Investment Advisor Series 63 Blue Sky Laws Series 24 Registered Principal Series 7 General Securies Series 6 Mutual Funds and Variable Annuities Life and Health Insurance License |
| |
| |
Investment Philosopy: |
|
| |
|
| |
Recommendations |
| |
|
|
| |
| |
| |
| |
| Favorite Sector : |
Basic Materials, Conglomerates, Consumer Goods, Financial Healthcare, Industrial Goods, Services, Technology, Utilities. |
| |
| |
| Product Mix |
|
|
|
| |
Equities: |
% |
|
| |
Mutual Funds: |
% |
|
| |
Private Placement: |
% |
|
| |
Insurance Product: |
% |
|
| |
Fixed Income: |
% |
|
| |
Others: |
% |
|
|
|
|
|
