Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Hunter Strandberg is a financial advisor at Stifel, Nicolaus & Company, Inc. Wesley has been in the financial industry since January 2013 and holds the Series 7, Series 66 and SIE licenses. Wesley is registered in 14 states, including Delaware, Florida, Georgia, Maryland, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Wesley is also a Certified Financial Planner. Wesley has been with Stifel, Nicolaus & Company, Inc. since September 2021. Prior to joining Stifel, Nicolaus & Company, Inc., Wesley worked at Edward Jones. Wesley offers a range of financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Wesley also participates in educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
09/08/2021 - Present
Stifel, Nicolaus & Company, Inc. (ROCKY MOUNT NC)
NC
01/04/2013 - 09/09/2021
EDWARD JONES (ROCKY MOUNT NC)
BOTH
Issued 01/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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