Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Ford is a financial advisor with Madison Avenue Securities, LLC, headquartered in San Diego, CA. Wesley has been in the industry since 2014 and has experience providing financial planning and portfolio management services for individuals and businesses. Wesley holds Series 6, 7, 63, and 65 licenses and has earned the Securities Industry Essentials (SIE) designation. Wesley has worked with a variety of clients throughout his career, including high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit-sharing plans. Wesley also provides advisory services for businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/15/2023 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
OH
02/22/2023 - 12/19/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NC
07/20/2020 - 01/30/2023
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
AL
04/18/2017 - 06/08/2020
PROEQUITIES, INC. (BIRMINGHAM AL)
TN
04/03/2014 - 03/09/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 12/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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