Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Johnson has been in the financial industry since 2005. Wesley is currently registered with Cetera Investment Advisers LLC in Minnesota and Texas. Wesley is a registered representative and investment advisor representative. Wesley has previously worked with Cetera Investment Services LLC, Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, Legend Equities Corporation, E*TRADE Securities LLC, Thrivent Investment Management Inc., ING Direct Securities Inc. and Morgan Stanley DW Inc. Wesley holds Series 66, Series 7, Series 31, and SIE licenses. Wesley specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals.
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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MN
03/21/2024 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
08/24/2020 - 01/31/2024
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
MN
12/07/2015 - 01/31/2024
CETERA ADVISOR NETWORKS LLC (ST CLOUD MN)
MN
12/07/2015 - 01/31/2024
CETERA FINANCIAL SPECIALISTS LLC (ST CLOUD MN)
MN
12/07/2015 - 12/14/2016
LEGEND EQUITIES CORPORATION (St. Cloud MN)
MN
04/01/2009 - 11/25/2015
E*TRADE SECURITIES LLC (MINNEAPOLIS MN)
MN
08/14/2008 - 04/02/2009
THRIVENT INVESTMENT MANAGEMENT INC. (WAITE PARK MN)
DE
02/04/2004 - 09/28/2004
ING DIRECT SECURITIES INC. (WILMINGTON DE)
NY
06/22/1999 - 02/26/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1999
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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