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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Daniel Stewart is a financial advisor with Synovus Securities, Inc. Wesley has been in the industry since 2009. Wesley holds the Series 6, 7, 63 and 66 licenses, and has passed the SIE exam. Wesley specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Wesley provides financial planning, portfolio management, and other advisory services. Wesley is also a member of the Central Baptist Church Endowment Committee and fills in for the Worship Leader when needed.
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.
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.
Tax related services, administrative services
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.
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2
AL
07/30/2024 - Present
Synovus Securities, Inc. (HUNTSVILLE AL)
AL
01/30/2013 - 07/30/2024
CETERA INVESTMENT SERVICES LLC (FLORENCE AL)
AL
02/17/2010 - 01/09/2013
EDWARD JONES (DECATUR AL)
AL
03/06/2009 - 01/08/2010
NYLIFE SECURITIES LLC (DECATUR AL)
AL
01/26/2009 - 01/30/2009
FARMERS FINANCIAL SOLUTIONS, LLC (DECATUR AL)
BOTH
Issued 04/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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