Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Hauck is a financial advisor who has been working in the industry since 2004. Wesley is currently registered with Fidelity Personal AND Workplace Advisors, where Wesley has been employed since April 2024. Previously, Wesley was employed with Farmers Financial Solutions, LLC, where he was registered as both a broker-dealer and investment advisor. Wesley is licensed to offer financial and investment advisory services in over 20 states. Wesley is a licensed broker-dealer and investment advisor representative.
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.
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
MO
09/23/2024 - Present
Fidelity Personal AND Workplace Advisors (CHESTERFIELD MO)
CA
04/02/2004 - 11/30/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 08/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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