Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Boudreaux is an investment advisor representative at Wealth Enhancement Advisory Services, LLC. Wesley has been in the financial services industry for over 20 years, and has experience providing investment advisory services to individuals, businesses, and institutions. Wesley is licensed to provide investment advice in a number of states, including Louisiana and Texas. Wesley holds the Series 7, Series 63, and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Wesley's specialties include financial planning, pension consulting, and investment management. Wesley is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
MN
05/02/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
TX
11/03/2023 - 05/06/2024
OSAIC WEALTH, INC. (MONTGOMERY TX)
TX
07/11/2013 - 11/03/2023
FSC SECURITIES CORPORATION (MONTGOMERY TX)
CA
01/22/2010 - 07/31/2013
MORGAN STANLEY (CARLSBAD CA)
CA
11/14/2007 - 01/29/2010
UBS FINANCIAL SERVICES INC. (CARLSBAD CA)
CA
08/16/2002 - 09/17/2007
FIDELITY BROKERAGE SERVICES LLC (LOS ANGELES CA)
BOTH
Issued 05/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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