Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Allan Clark is a financial advisor with over 30 years of experience in the financial services industry. Wesley is currently registered as an Investment Advisor Representative with Global Retirement Partners LLC. Wesley has experience in the investment advisory field and provides financial planning, pension consulting, and selection of other advisors services to clients. Wesley's previous firms include LPL Financial LLC, Financial Telesis Inc, First Allied Securities, Inc., Round Hill Securities, Inc., Wells Fargo Investments, LLC, Wells Fargo Van Kasper, LLC, PaineWebber Incorporated, and Kidder, Peabody & Co. Incorporated.
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.
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
CA
01/13/2022 - Present
Global Retirement Partners LLC (SAN RAMON CA)
CA
09/12/2014 - 12/20/2017
LPL FINANCIAL LLC (SAN RAMON CA)
CA
11/09/2005 - 09/12/2014
FINANCIAL TELESIS INC (SAN RAMON CA)
CA
06/13/2005 - 11/08/2005
FIRST ALLIED SECURITIES, INC. (WALNUT CREEK CA)
CA
02/25/2004 - 06/13/2005
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
08/12/2003 - 04/02/2004
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
07/11/2001 - 09/15/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/12/1999 - 07/11/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
NJ
01/28/1995 - 12/17/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/16/1991 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 01/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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