Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley H. Lew is a financial advisor registered with Cetera Investment Advisers LLC and has over 20 years of experience in the financial services industry. Wesley H. Lew holds a Series 66 license in Texas and Washington. Wesley H. Lew is also registered with the Financial Industry Regulatory Authority (FINRA) and has Series 31, Series 7, and SIE licenses. Prior to joining Cetera Investment Advisers LLC, Wesley H. Lew was employed by First Allied Securities, Inc., and Morgan Stanley DW Inc. Wesley H. Lew provides a range of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and investment advice.
SCHAUMBURG, WA
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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2
WA
11/12/2020 - Present
Cetera Investment Advisers LLC (SCHAUMBURG WA)
WA
08/31/2005 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BELLEVUE WA)
NY
05/05/2000 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/9/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 5/4/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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