Unclaimed
Wellesley Mccarter Black is a financial advisor with over six years of experience. Wellesley currently works for State Farm VP Management Corp. in Loves Park, Illinois, having joined in 2020. Previously, Wellesley worked for State Farm VP Management Corp. in Bloomington, Illinois. Wellesley holds Series 6, 63, and 6TO licenses as well as the SIE exam. Wellesley has a state exam category of Series 63. Wellesley is licensed in Illinois, Indiana, and Wisconsin.
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
IL
07/01/2020 - Present
State Farm VP Management Corp. (Loves Park IL)
IL
01/16/2014 - 06/19/2018
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 07/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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