Unclaimed
Wesley Litwin is an Investment Advisor Representative at Newbridge Financial Services Group, Inc. Wesley is registered with the state of Florida and Louisiana. Wesley has a Series 63 and a Series 65 license. Wesley holds a designation of Investment Advisor Representative. Wesley also owns and manages In-Vision Art LLC DBA Magik 5 Tattoo, managing artists' appointments. Wesley has been in the industry for over 10 years.
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.
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.
A percentage of the total value of assets under management is charged.
Promoter fees
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FL
01/24/2025 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
Active
Inactive
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