Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hance? Claim Your ProfileHance Wesley McKenzie is a financial advisor at Raymond James & Associates, Inc. Hance has been a Registered Representative for over 30 years and currently has securities licenses for both Broker-Dealer and Investment Advisor Representatives and has over 40 registered states. Hance has previously been employed at Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., PaineWebber Incorporated, Oppenheimer & Co., Inc., and First Jersey Securities, Inc.. Hance has experience in the financial services industry since 1983.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
12/09/2011 - Present
Raymond James & Associates, Inc. (RIDGELAND MS)
MS
01/01/2008 - 12/06/2011
WELLS FARGO ADVISORS, LLC (RIDGELAND MS)
MS
05/26/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RIDGELAND MS)
NJ
04/12/1990 - 06/19/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/25/1989 - 04/23/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
MO
01/14/1985 - 08/30/1989
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
05/25/1983 - 12/06/1984
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 08/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1987
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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