Unclaimed
Wesley Brinkman is a registered representative with Park Avenue Securities LLC. Wesley is a financial professional with over 13 years of experience in the industry. Wesley has experience working with individual clients, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Wesley has Series 7 and Series 66 licenses and is registered with the states of California and Idaho. Wesley is also registered as an Investment Advisor Representative in both California and Idaho. Prior to joining Park Avenue Securities, Wesley worked for Ameritas Investment Company, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
ID
03/11/2022 - Present
Park Avenue Securities LLC (BOISE ID)
ID
12/27/2018 - 03/08/2022
AMERITAS INVESTMENT COMPANY, LLC (BOISE ID)
NY
07/21/2014 - 12/31/2016
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 07/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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