Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Ursick has been in the financial services industry since July 3, 1994 and is currently registered as an Investment Advisor Representative with LPL Financial LLC in Pueblo, CO. Wesley previously worked with Raymond James Financial Services, Inc. Wesley has obtained various licenses and certifications including the Series 63 and Series 65 examinations. Wesley's other business activities include serving as a board member for Health Solutions, a non-profit organization, and owning a real estate rental company. Wesley is licensed to provide advisory services in Alabama, Arizona, California, Colorado, Florida, Illinois, Iowa, Kansas, Montana, Nevada, New Mexico, Ohio, Oklahoma, South Carolina, Texas, Utah, and Wyoming.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
05/27/2020 - Present
LPL Financial LLC (PUEBLO CO)
CO
01/04/1999 - 06/04/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PUEBLO CO)
FL
07/09/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
05/04/1994 - 05/08/1996
DAIN BOSWORTH INCORPORATED
IA
Issued 03/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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