Unclaimed
Wesley Brugh is a financial advisor registered with Eagle Strategies LLC. Wesley holds a variety of licenses, including Series 6, 7TO, 63, and 66. Wesley has been a licensed insurance broker since 2017. Wesley is a partner in Conner Brugh Capital LLC, which provides business operating accounts for future staff. Wesley is also an associate with Generational Financial Partners LLC, a business that sells New York Life products and services and brokers non-registered insurance products.
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.
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.
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2
VA
09/03/2019 - Present
Eagle Strategies LLC (VINTON VA)
BOTH
Issued 8/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/1/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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