Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Arthur Urick is a financial advisor with Northern Trust Investments, Inc. based in Chicago, Illinois. Wesley has been in the financial industry since 1997 and holds various licenses and registrations including Series 6, 7, 63 and 65 licenses. Prior to joining Northern Trust Investments, Inc., Wesley was employed by other financial firms including Blackrock Investments, LLC, Barclays Global Investors Services, Wilshire Associates Incorporated and Robert W. Baird & Co. Incorporated. Wesley has a wide range of experience in the financial industry and specializes in providing investment services for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio provider, investment research,index services, transition management and overlay 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transition management service fees
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2
IL
10/28/2024 - Present
Northern Trust Investments, Inc. (Chicago IL)
NY
01/03/2012 - 01/18/2023
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
IL
11/06/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (CHICAGO IL)
IL
10/18/2007 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (CHICAGO IL)
CA
03/18/2002 - 11/08/2004
WILSHIRE ASSOCIATES INCORPORATED (SANTA MONICA CA)
WI
10/06/1998 - 03/15/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
10/13/1993 - 10/12/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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