Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Allen Shutt is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Wesley has been in the industry for over 10 years. Wesley currently holds the Series 7TO and SIE exams and has a history of employment with various financial institutions including Movement Mortgage, True North FCU, Wells Fargo Home Mortgage, and Bank of America, N.A. Wesley provides portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Wesley has a specialization in investments, focusing on insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Wesley also notes that they are a shareholder of ANCSA Corporations Goldbelt and Sealaska and receive dividend payments each year for being a Native Shareholder.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/16/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
BC
Issued 08/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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