Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Hollan is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Wesley has been in the financial industry since 2007 and has a wide range of experience in providing financial advice. Wesley is registered with the state of Florida as a broker-dealer and investment advisor. Wesley is also registered with the state of Texas as a broker-dealer. Wesley has a strong track record of success and is committed to helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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
FL
05/30/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ORMOND BEACH FL)
FL
06/17/2013 - 06/05/2024
MORGAN STANLEY (ORMOND BEACH FL)
FL
01/01/2008 - 06/20/2013
WELLS FARGO ADVISORS, LLC (SEBRING FL)
FL
06/07/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SEBRING FL)
BOTH
Issued 06/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2017
Series 3 - National Commodity Futures Examination
BC
Issued 06/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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