Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wes? Claim Your ProfileWes Parker is a registered representative with Avantax Advisory Services. Wes has been in the securities industry since February 4, 1998. Wes is registered in Alabama, Arkansas, Florida, Georgia, Mississippi, and Tennessee. Wes is also registered as an investment advisor representative in Tennessee. Wes has passed the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Wes is a registered representative with Avantax Advisory Services, a firm that provides a range of financial services to individuals, families, and businesses. Avantax Advisory Services is headquartered in Dallas, Texas.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TN
03/29/2004 - Present
Avantax Advisory Services (CORDOVA TN)
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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