Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Previant is an active advisor with Global Retirement Partners LLC. Wesley has been a registered investment advisor since 2001 and holds several securities licenses, including Series 63, 66, 7, 24, 31, 55, and the SIE. Wesley's experience includes working with clients such as individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Wesley and Global Retirement Partners LLC specialize in providing financial planning, portfolio management, and pension consulting services.
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.
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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CA
07/18/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
07/19/2022 - 08/02/2024
LPL FINANCIAL LLC (PASADENA CA)
CA
06/18/2014 - 07/27/2022
RBC CAPITAL MARKETS, LLC (PASADENA CA)
CA
06/01/2009 - 06/25/2014
MORGAN STANLEY (LOS ANGELES CA)
CA
08/12/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
08/19/2004 - 08/18/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/27/2003 - 05/07/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
09/25/2001 - 02/03/2003
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
BOTH
Issued 09/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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