Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Scoggin is an investment advisor representative associated with Allworth Financial, LP. Wesley has been in the securities industry for 12 years and has been with Allworth Financial, LP since January 2024. Before joining Allworth Financial, LP, Wesley was associated with Securities America, Inc. from March 2021 to January 2024.
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.
1
2
CA
01/30/2024 - Present
Allworth Financial, LP (Roseville CA)
CA
03/18/2021 - 01/19/2024
SECURITIES AMERICA, INC. (ROSEVILLE CA)
CA
06/08/2020 - 03/15/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (RANCHO CORDOVA CA)
CA
06/04/2012 - 03/15/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
IA
Issued 08/31/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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