Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Watkins is a financial advisor with Choreo, LLC. Wesley has been in the financial industry for over 20 years and has a strong track record of providing investment advice and financial planning to individuals and families. Wesley is also a volunteer board director and investment, finance, and audit committee member for Goodwill Industries of Central & Coastal Virginia. Wesley specializes in providing investment advice and financial planning to individuals and families. Wesley has a strong track record of providing investment advice and financial planning to individuals and families. Wesley's clients have access to a wide range of investment products and services, including portfolio management, retirement planning, and estate planning. Wesley is committed to providing clients with personalized financial advice and strategies that are designed to help them achieve their financial goals.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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
IL
01/30/2023 - Present
Choreo, LLC (ROCKFORD IL)
VA
01/10/2008 - 10/17/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (RICHMOND VA)
VA
06/26/2003 - 12/17/2007
BIRCHTREE FINANCIAL SERVICES, INC. (RICHMOND VA)
BC
Issued 06/30/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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