Roy Edward Weisert

Employer firm

Weisert Investment Services, Inc. CRD 111670

$1.50M regulatory AUM 14 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Periodicals / newsletters
Market timing
Educational seminars
BUSINESS MANAGEMENT CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Weisert Investment Services, Inc.

Virginia Beach, VA • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2006-01-09

VA RA
APPROVED

Since 2006-01-09

Branch Locations

Virginia Beach, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
#Ia Weisert Investment Services, Inc.	Virginia Beach	VA	06/1994	Present
Cdsa Dam Neck	Virginia Beach	VA	06/2001	Present

06/1994 → Present

#Ia Weisert Investment Services, Inc.

Virginia Beach, VA
06/2001 → Present

Cdsa Dam Neck

Virginia Beach, VA

Other Businesses

NAME: CDSA DAM NECK INVESTMENT RELATED: NO ADDRESS: 1922 REGULUS AVE, VIRGINIA BEACH, VA 23461 NATURE: CIVIL SERVICE, DEPT OF NAVY POSITION: GS-15 TITLE: STRATEGIC OPERATIONS DIRECTOR START DATE: JUNE 2001 HOURS: 40 DUTIES: HEAD UP THE STARTEGIC PLANNING EFFORTS OF THE ORGANIZATION

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-10-20
S63	Uniform Securities Agent State Law Examination	1992-07-09

S65 Uniform Investment Adviser Law Examination

1993-10-20
S63 Uniform Securities Agent State Law Examination

1992-07-09

Designations

Certified Financial Planner

View on SEC IAPD