Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Chaffe Fenner is a financial advisor with over 17 years of experience in the industry. Wesley is currently registered with J.p. Morgan Securities LLC, and has previously held positions with CHASE INVESTMENT SERVICES CORP. and BANC ONE SECURITIES CORPORATION. Wesley holds both a Series 6 and Securities Industry Essentials Exam license. Wesley has a broad range of experience working with individual clients and businesses, corporations, charitable organizations, labor unions, insurance companies, pension and profit-sharing plans. Wesley's specialization includes helping individuals and businesses with their financial planning and investment management needs.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
LA
10/01/2012 - Present
J.p. Morgan Securities LLC (CHALMETTE LA)
LA
03/08/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (METAIRIE LA)
LA
07/06/2005 - 12/22/2009
CHASE INVESTMENT SERVICES CORP. (NEW ORLEANS LA)
IL
04/22/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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