Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Cope is a financial advisor with Commonwealth Financial Network. Wesley has been in the financial services industry since 2019. He has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Wesley holds both Series 63 and 66 licenses, along with Series 7 and SIE licenses. He also holds a Series 24 license. Wesley's experience and qualifications enable him to provide a comprehensive range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
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CA
07/27/2023 - Present
Commonwealth Financial Network (SAN DIEGO CA)
UT
09/29/2021 - 07/13/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
CA
10/19/2020 - 08/16/2021
MADISON AVENUE SECURITIES, LLC (SAN DIEGO CA)
CA
07/02/2020 - 09/23/2020
TD AMERITRADE, INC. (SAN DIEGO CA)
UT
04/22/2019 - 05/15/2020
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
10/12/2018 - 03/04/2019
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
BOTH
Issued 10/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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