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 Thomas is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Wesley is a CERTIFIED FINANCIAL PLANNER™ professional and has been working in the financial industry since 2017. Wesley has a broad range of experience working with individuals, families, businesses, and retirement plans. Wesley is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Wesley holds Series 7, Series 63, and Series 66 licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra Beach FL)
FL
02/17/2021 - 05/29/2024
TRUIST INVESTMENT SERVICES, INC. (SAINT AUGUSTINE FL)
VA
10/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
02/16/2017 - 10/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 11/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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