Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Greg Alston is an active Registered Representative and Investment Advisor Representative. Wesley has been in the financial services industry since August 13, 1999. Wesley is currently registered with LPL Financial LLC and has previous registrations with Securities America, Inc., WFG Investments, Inc., NFP Securities, Inc., NRP Financial, Inc., LPL Financial Corporation, Raymond James Financial Services, Inc., and Edward Jones. Wesley is licensed in 20 states.
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.
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2
TX
03/24/2023 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
08/21/2017 - 03/30/2023
SECURITIES AMERICA, INC. (San Antonio TX)
TX
05/31/2012 - 08/23/2017
WFG INVESTMENTS, INC. (SAN ANTONIO TX)
TX
10/22/2010 - 06/04/2012
NFP SECURITIES, INC. (SAN ANTONIO TX)
TX
11/13/2009 - 10/25/2010
NRP FINANCIAL, INC. (SAN ANTONIO TX)
TX
12/13/2006 - 11/25/2009
LPL FINANCIAL CORPORATION (SAN ANTONIO TX)
TX
10/10/2002 - 12/15/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
MO
08/14/1999 - 10/10/2002
EDWARD JONES (ST. LOUIS MO)
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 04/09/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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