Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weslee? Claim Your ProfileWeslee Phelps is a financial professional with over 10 years of experience in the industry. Weslee is currently registered with Secure Asset Management, LLC and previously worked at FBL Marketing Services, LLC, Pruco Securities, LLC, MML Investors Services, LLC, and Charles Schwab & Co., Inc. Weslee has a strong understanding of the financial markets and provides investment advice to individuals and families. Weslee is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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 for 3rd party money managers
1
2
IN
05/31/2022 - Present
Secure Asset Management, LLC (Fort Wayne IN)
IN
09/10/2020 - 04/13/2022
FBL MARKETING SERVICES, LLC (Anderson IN)
IN
01/17/2017 - 11/21/2019
PRUCO SECURITIES, LLC. (FORT WAYNE IN)
IN
07/05/2016 - 01/13/2017
MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)
IN
08/13/2013 - 06/14/2016
CHARLES SCHWAB & CO., INC. (CARMEL IN)
BOTH
Issued 04/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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