Unclaimed
Wesley Johnson is a financial advisor currently registered with Cetera Investment Advisers LLC. Wesley is a licensed financial advisor with over 27 years of experience in the industry, holding Series 6, Series 63, and Series 65 licenses. Wesley has been with Cetera Investment Advisers LLC since June 2019. Previously, Wesley worked with Foresters Financial Services, Inc. and Foresters Advisory Services. Wesley is a member of the Connex Credit Union board of directors.
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.
A percentage of the total value of assets under management is charged.
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2
CT
06/19/2019 - Present
Cetera Investment Advisers LLC (EAST HARTFORD CT)
CT
03/27/1995 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (E. HARTFORD CT)
IA
Issued 06/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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