Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Christian Bouler is an Investment Advisor Representative with Truwealth Advisors, LLC. Wesley has been in the financial services industry since 2016 and holds a Series 7, Series 66, and SIE license. Prior to joining Truwealth Advisors, Wesley worked at Ameriprise Financial Services, LLC and Purshe Kaplan Sterling Investments. Wesley provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. The firm is based in Metairie, Louisiana.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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LA
07/17/2020 - Present
Truwealth Advisors, LLC (METAIRIE LA)
LA
07/21/2020 - 04/18/2022
PURSHE KAPLAN STERLING INVESTMENTS (Metairie LA)
LA
09/14/2016 - 07/24/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Metairie LA)
BOTH
Issued 02/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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