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907 Bethlehem Pike, Erdenheim, PA 19038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weeks Financial Services, Llc | Erdenheim | PA | 07/2014 | Present |
| Weeks Financial Services, Llc | Erdenheim | PA | 09/2014 | Present |
Charles Weeks is Trustee of Massachusetts based Taunton-South Shore Foundation. He has not been, and is not, paid for this position. His main role is approving grants from the foundation to various charities. Investment management is handled by a Boston based firm-not by Weeks Financial Services. Clients should be aware that this may involve a conflict of interest. WFSL always acts in the best interest of the client and clients always have the right to decide whether or not to utilize the services of any WFSL representative in such individual's outside capacities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-09 |
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