Germaine G. Weldon
Professional summary
Germaine G Weldon, CFP®, who also goes by Germaine Madeleine Giani, Germaine Giani Mcdonnell, is a registered financial advisor currently at INSPIRED FINANCIAL PLANNERS located in Hendersonville, North Carolina.
Germaine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Germaine has worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 8 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Germaine G Weldon's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
September 19, 2019 - Present
INSPIRED FINANCIAL PLANNERS
November 5, 2003 - January 28, 2019
AVL/WEALTHCARE, LLC
August 30, 2002 - October 28, 2003
C.J.M. ASSET MANAGEMENT, LLC
August 26, 2002 - October 28, 2003
C. J. M. PLANNING CORP.
March 8, 2002 - August 30, 2002
LOCUST STREET SECURITIES, INC.
November 14, 2000 - July 24, 2002
LOCUST STREET SECURITIES, INC.
August 30, 1985 - October 30, 1992
A. G. EDWARDS & SONS, INC.
September 23, 1983 - September 4, 1985
J.C. BRADFORD & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/16/2020)
(9/19/2019)
(11/12/2019)
(7/1/2022)
Exams
Series 8
Date: 3/4/1987
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
INSPIRED FINANCIAL PLANNERS
CRD#: 305122 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 121 |
| AUM (Assets Under Management) | $ 57,516,201 |
Red Flags
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