Company Information

Get to know Weisert Investment Services, Inc.

Founded in 1982, Weisert Investment Services, Inc. is an independent, fee-only Registered Investment Advisor (RIA) based in Scottsdale, Arizona. The firm is dedicated to providing personalized financial planning and investment management services for individuals, families, and businesses. Their mission focuses on building long-term client relationships through a comprehensive approach to preserving and building wealth, covering areas such as retirement planning, portfolio management, and estate planning. As a fee-only advisor, their compensation comes directly from clients, not from commissions on product sales, which is intended to align their interests with those of their clients.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Weisert Investment Services, Inc.

United States

Founded in

1993 (33 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.