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 White is an investment advisor representative at Eagle Strategies LLC. Wesley is registered with FINRA and is licensed to sell securities in Alabama, California, Florida, Georgia, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. Wesley holds Series 63, 66 and SIE licenses and also holds a Series 7TO license. Wesley is also an insurance agent and has been in the industry since August 2021. Wesley has been an agent at New York Life Insurance Company and NYLife Securities LLC, and is also an associate at Williamson McCarty and Associates, LLC. Wesley provides investment advisory services, financial planning, and pension consulting. Wesley is also available to present educational seminars.
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.
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
SC
06/25/2024 - Present
Eagle Strategies LLC (MYRTLE BEACH SC)
BOTH
Issued 06/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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