Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harley? Claim Your ProfileHarley Scott Wedgbury has been a registered representative in the financial services industry since June 25, 2000. Harley is currently registered with LPL Financial LLC and California Financial Partners, Inc.. Harley is licensed to provide investment advice in Arizona, California, District of Columbia, Georgia, Hawaii, Idaho, Illinois, Iowa, Nebraska, Nevada, New Jersey, New York, Oregon, Pennsylvania, Texas, and Washington. Harley is also a Certified Financial Planner. Harley's specialties include retirement planning, college savings, and estate planning.
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.
Consulting and other non-discretionary advisory services
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.
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CA
04/05/2013 - Present
LPL Financial LLC (GLENDALE CA)
IN
06/26/2000 - 01/24/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 07/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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