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Wesley Allen Roland

Osaic Wealth, Inc.

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About Wesley Allen Roland

Wesley A. Roland is a financial advisor with over 23 years of experience in the industry. Wesley is currently registered with Osaic Wealth, Inc. and has been with the firm since January 2016. Wesley previously worked with 1ST GLOBAL CAPITAL CORP. from November 1999 to January 2016. Wesley provides financial planning and investment management services to individuals, families, and businesses. Wesley is also a Certified Public Accountant (CPA) and can provide tax planning and accounting services. Wesley is a dedicated professional with a proven track record of success. Wesley is committed to helping clients achieve their financial goals.

Firm Information

Wesley Roland is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Wesley Roland’s Registration & Firm History

TX

01/19/2016 - Present

Osaic Wealth, Inc. (FORT WORTH TX)

TX

11/18/1999 - 01/19/2016

1ST GLOBAL CAPITAL CORP. (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 12/30/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wesley Allen Roland.
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