Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Mar is an investment advisor representative with LPL Financial LLC in Sacramento, CA. Wesley has been working in the financial industry since 1985. Wesley has a wide range of experience, including working at Wachovia Securities, LLC, Smith Barney Inc., Lehman Brothers Inc., PaineWebber Incorporated, Intercal Securities Co., Bateman Eichler, Hill Richards, Incorporated, Prudential-Bache Securities Inc., and Equitec Securities Company. Wesley is licensed in the following states: Alaska, Arizona, California, Colorado, Idaho, Montana, Nevada, Oregon, and Texas.
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.
Consulting and other non-discretionary advisory 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.
1
2
CA
07/20/2021 - Present
LPL Financial LLC (SACRAMENTO CA)
CA
02/03/1998 - 10/02/2006
WACHOVIA SECURITIES, LLC (SACRAMENTO CA)
NY
07/31/1993 - 02/09/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
03/05/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
03/25/1992 - 03/10/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
04/17/1990 - 03/28/1992
INTERCAL SECURITIES CO. (SACRAMENTO CA)
NA
06/28/1988 - 04/05/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
02/21/1985 - 07/09/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
12/18/1984 - 02/08/1985
EQUITEC SECURITIES COMPANY
IA
Issued 11/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wesley Mar is the right advisor for you? Invested Better is here to help.
