Joanne Lee Weidner

Current Employers

Employment History

• 10/2006 → Present
  The Weidner Financial Group
  Downingtown, PA
• 07/2012 → 08/2018
  Mutual Of Omaha
  Blue Bell, PA
• 08/2012 → 08/2018
  Mutual Of Omaha Investor Services, Inc
  Omaha, NE
• 08/2018 → 06/2024
  Securities America Inc.
  Downingtown, PA
• 08/2018 → 06/2024
  Securities America Advisors
  Downingtown, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Downingtown, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Downingtown, PA

Previous Registrations

• 2018-08-17 → 2024-06-14
  Securities America Advisors, Inc.
  Downingtown, PA
  Downingtown, PA
• 2012-08-27 → 2018-08-28
  Mutual Of Omaha Investor Services, Inc.
  Downingtown, PA
  Blue Bell, PA
• 2012-03-19 → 2012-08-21
  Resource Horizons Investment Advisory, Inc.
  Downingtown, PA

Other Businesses

1. Weidner Financial Group, Inc. : DBA Position: Owner/President Nature: PA Insurance Sales/Service Investment Related: Yes Hours: 120 Securities Trading Hours: 4 Start Date: 10/01/2005 Address: 32 W. Lancaster Avenue, Downingtown, Downingtown PA 19335 2. Securities America Advisors Position: Financial Advisory Nature: Advisory Investment Related: Yes Hours: 160 Securities Trading Hours: 8 Start Date: 10/01/2006 Address: 32 W. Lancaster Avenue, Downingtown, Downingtown PA 19335 3. EASTERN PA MEDICARE 101 POSITION: Owner, educator NATURE: An organization formed specifically to conduct Medicare Workshops in the local area. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/16/2019 ADDRESS: 32 W. Lancaster Avenue, Downingtown PA 19335 DESCRIPTION: I conduct Medicare Workshops for the purpose of helping seniors enroll in Medicare Supplement and Medicare Advantage plans. 4. LION'S EYE BANK OF DELAWARE VALLEY POSITION: Committe member NATURE: Committee member of Lion's Eye Bank of Delaware Valley's (eyeball tissue donor bank) 2020 annual fundraising gala. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/12/2020 ADDRESS: 401 N. 3rd Street, 3rd Floor, Suite 305, Philadelphia PA 19123 DESCRIPTION: Participateon a monthly call with other committee membersto giveLEBDV ideas about fundraising/educating the public about their mission. Attend the Gala in November. Help to generate ticket sales and/ordonations from friends, family andpossibly a fewclients. All donationsare sent directly to LEBDV by the donor. This is all in hopes of helping them raise funds for gratis tissue donation to give the gift of sight. 5. DOWNINGTOWN HOLDINGS, INC. POSITION: 100% Shareholder NATURE: This is simply a holding company that holds my office building. I, Joanne Weidner, am the sole owner of the holding company, which was put in place for liability purposes if someone were to get hurt at my building. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 32 W. Lancaster Avenue, Downingtown PA 19335-2658, United States DESCRIPTION: There are no duties. Weidner Financial Group pays rent to Downingtown Holdings, since Weidner Financial Group occupies the building. I simply transfer the bank payment once per month and that's it. DH does not earn money or income and there are no other transactions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-30
• S63 Uniform Securities Agent State Law Examination
  1985-08-23

Other Names

• Joanne Lee Scheid