Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Howard Perry is a financial advisor with over 25 years of experience in the industry. Wesley has been registered with Wells Fargo Clearing Services, LLC since August 2014. Previously, Wesley worked at Morgan Stanley and Citigroup Global Markets Inc. Wesley holds both Series 63 and 65 licenses and has also passed the Series 7 and SIE exams. Wesley provides financial planning, investment consulting, and portfolio management services to individual and institutional clients.
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.
Investment consulting services to institutional clients
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.
1
2
NC
08/29/2014 - Present
Wells Fargo Clearing Services, LLC (WINSTON SALEM NC)
NC
06/01/2009 - 09/22/2014
MORGAN STANLEY (WINSTON-SALEM NC)
NC
07/02/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINSTON-SALEM NC)
IA
Issued 07/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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