Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Alan Schevers is a registered Investment Advisor Representative. Wesley has been in the industry since 2021 and has been with Alpha & Omega since January 2024. He is licensed in California and has passed the Uniform Investment Adviser Law Examination. Wesley's background also includes other business experience with flooring companies and management. Wesley has an interest in managing the investment portfolios of individuals, businesses, and as a third party administrator.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Third party administrator services
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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CA
04/25/2024 - Present
Alpha & Omega (LA MESA CA)
IA
Issued 09/27/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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