Jack I. Wier
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jack Irving Wier, CFP® was a registered financial professional .
Jack is a previously registered financial professional and started their career in finance in 1985. Jack had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 29, 2016 - December 31, 2016
MILITELLO WEALTH MANAGEMENT, L.L.C.
April 17, 2013 - December 31, 2015
OSAIC SERVICES, INC.
April 10, 2013 - December 31, 2015
OSAIC SERVICES, INC.
January 5, 2009 - April 16, 2013
EQUITABLE ADVISORS, LLC
November 21, 2008 - April 16, 2013
EQUITABLE ADVISORS, LLC
June 16, 2005 - November 20, 2008
MILITELLO WEALTH MANAGEMENT, L.L.C.
December 21, 1999 - December 9, 2008
OSAIC WEALTH, INC.
November 10, 1997 - August 2, 2005
MARTIN WIER, INC
November 19, 1989 - December 9, 2008
OSAIC WEALTH, INC.
March 4, 1987 - March 22, 1988
TRANSAMERICA SECURITIES SALES CORPORATION
February 17, 1987 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
June 19, 1985 - March 2, 1987
TRANSAMERICA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
MILITELLO WEALTH MANAGEMENT, L.L.C.
CRD#: 135379 / SEC#: 801-64287
Contact information
Red Flags
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