Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley J. Garner is a financial advisor at Ameriprise Financial Services, LLC. Wesley has over 20 years of experience in the financial industry, with a focus on investment advisory services. Wesley is registered with the state of Texas as a Registered Representative and Investment Advisor Representative. Wesley's expertise includes asset allocation, financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
Asset allocation services
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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TX
04/05/2023 - Present
Ameriprise Financial Services, LLC (Live Oak TX)
TX
01/15/2014 - 04/06/2023
LPL FINANCIAL LLC (LAKE JACKSON TX)
TX
05/16/2013 - 01/16/2014
BBVA SECURITIES INC. (AUSTIN TX)
TX
12/12/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (LAKEWAY TX)
TX
03/01/2011 - 11/23/2011
LPL FINANCIAL LLC (LAKE JACKSON TX)
TX
11/15/2002 - 03/02/2011
CUNA BROKERAGE SERVICES, INC. (LAKE JACKSON TX)
CA
07/16/2001 - 11/11/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
01/01/2001 - 06/28/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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