Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Sadler is a financial advisor who has been working in the industry since 2001. Wesley is registered with LPL Financial LLC and is licensed in several states. Wesley specializes in financial planning, portfolio management, and other investment-related services. Wesley has a long history of experience in the financial industry, having worked for multiple firms including Invest Financial Corporation and HD Vest Investment Services before joining LPL Financial LLC. Wesley is a Certified Financial Planner (CFP) and holds the Series 7 and Series 65 licenses, as well as the Series 63 license and SIE.
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
GA
02/14/2018 - Present
LPL Financial LLC (ALBANY GA)
GA
05/26/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (ALBANY GA)
GA
10/03/2001 - 06/03/2016
HD VEST INVESTMENT SERVICES (ALBANY GA)
IA
Issued 07/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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