Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Flint? Claim Your ProfileFlint Wheeler is a financial advisor based in Palm Desert, CA. Flint has been working in the financial services industry since 2012. Flint is currently registered with Farmers Financial Solutions, LLC. Flint has passed the Series 6, Series 63, Series 65 and SIE exams. Flint has also been registered in the state of California, Arizona and Nevada. Flint has previously worked at VALIC Financial Advisors, Inc., NYLIFE Securities LLC and PRUCO Securities, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
CA
10/13/2021 - Present
Farmers Financial Solutions, LLC (PALM DESERT CA)
CA
10/01/2014 - 07/16/2021
VALIC FINANCIAL ADVISORS, INC. (ORANGE CA)
CA
03/21/2013 - 10/03/2014
NYLIFE SECURITIES LLC (PALM DESERT CA)
CA
12/11/2012 - 01/17/2013
PRUCO SECURITIES, LLC. (ONTARIO CA)
IA
Issued 02/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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