Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley James Shifrin is a registered investment advisor representative with Northfork Financial LLC and HomeStake Venture Partners LLC. Wesley has been working with Northfork Financial LLC since 2016 and HomeStake Venture Partners LLC since 2017. Wesley currently works as a partner and advisor at Northfork Financial LLC. Wesley's practice focuses on managing investment portfolios for individuals and charitable organizations. Wesley is also a Chartered Financial Analyst. Wesley's dedication to their clients and commitment to providing high-quality financial advice is evident in the strong relationships they have built with their clients.
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.
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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MT
12/22/2016 - Present
Northfork Financial LLC (Bozeman MT)
IA
Issued 12/21/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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