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Weston Charles Burress

Description

Weston Burress a financial professional at Waddell & Reed, Inc., a broker-dealer with over 2,300 registered representatives nationwide. Weston is also registered with Mackenzie Investment Management Inc.. Weston has held an industry securities registration for 3 years and is subject to SEC and FINRA oversight.

BrightScope Advisor Metrics

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Answers and Guides

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0 Answers and 0 Financial Guides

Top Answers

Weston Charles Burress has not answered any questions on Financial Q&A.

Top Guides

Weston Charles Burress has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Firm Client Types

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No client types listed.

Experience and Employment History

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Employer Years Dates
Waddell and Reed, Inc. 2 years, 10 months Jul 2010 - Present
Ivy Funds Distributor, Inc. 2 years, 10 months Jul 2010 - Present
Union Central Life Insurance 10 months Sep 2009 - Jul 2010
Acacia Life Insurance 10 months Sep 2009 - Jul 2010
Ameritas Investment Corp. 10 months Sep 2009 - Jul 2010
Ameritas Life Insurance Corp. 10 months Sep 2009 - Jul 2010
Olympus Financial Advisors 11 months Aug 2009 - Jul 2010
Pro Equities, Inc. 7 months Dec 2008 - Jul 2009
Xerox Corporation 5 months Apr 2008 - Sep 2008
Arizona State University 1 year Dec 2006 - Dec 2007
Call Realty 1 year, 4 months Aug 2005 - Dec 2006
Beehive Ceilings 1 year Aug 2004 - Aug 2005
University of Phoenix 1 year, 6 months Feb 2003 - Aug 2004
Desert Schools Fcu 1 year, 1 month Jan 2002 - Feb 2003
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 05/04/2012, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
FINRA
License Status
Registered
Registered
Disclosures

No Disclosures Found

No Disclosures Found
As of Date
05/04/2012
09/28/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
Uniform Combined State Law Examination Series 66 04/06/2009
General Securities Representative Examination Series 7 01/06/2009

Firm Compensation Arrangements

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No compensation arrangements listed.