Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Blake Pool is a registered representative with Wells Fargo Clearing Services, LLC. Wesley has been in the industry since May 2011. Wesley has been registered with Wells Fargo Clearing Services, LLC since February 2024. Wesley was previously registered with J.P. Morgan Securities LLC and TD Ameritrade, Inc. Wesley is licensed in multiple states. Wesley is also a registered investment advisor representative. Wesley has a Series 7, Series 63, Series 66, and SIE license. Wesley's areas of expertise include investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Wesley is located in Fort Worth, Texas and is associated with the branch office of Wells Fargo Clearing Services, LLC located in Fort Worth, Texas.
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.
Investment consulting services to institutional clients
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
TX
02/05/2024 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
TX
09/25/2017 - 02/06/2024
J.P. MORGAN SECURITIES LLC (KELLER TX)
TX
12/08/2009 - 04/21/2016
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 06/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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