Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Dunn is a financial advisor at Raymond James Financial Services Advisors, Inc. Wesley has over 10 years of experience in the financial services industry. Wesley specializes in providing financial planning and investment management services to individuals, businesses, and retirement plans. Wesley holds the Series 66, Series 7, and SIE licenses. Wesley is also a licensed real estate agent and has written five books on personal finance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
06/25/2024 - Present
Raymond James Financial Services Advisors, Inc. (Encino CA)
CA
05/07/2014 - 10/02/2015
WELLS FARGO ADVISORS, LLC (BEVERLY HILLS CA)
BOTH
Issued 05/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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