Greg Weimer
- Role
- Confluence Financial Partners
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Experience
Education
University of Pittsburgh-Johnstown
Bachelor's degree, Business Quant
1982 — 1986
Skills
- Wealth Management
- Investment Advisory
- 401k
- Series 63
- Series 6
- Series 24
- Investments
- Securities
- Series 65
- Series 7
- Uniform Combined State Law
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Retirement Planning
- Finra
- Retirement
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