Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Michaelson is a financial advisor who has been in the industry since January 2007. Wesley is currently registered with Wells Fargo Clearing Services, LLC and has been with them since August 2014. Wesley has a wide range of experience in the financial industry, having worked for several other firms in the past, including Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, E*TRADE Securities LLC, and MONY Securities Corporation. Wesley holds the Series 6, 7 and 63 licenses, as well as the SIE exam.
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.
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.
Investment consulting services to institutional clients
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
UT
08/04/2014 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
01/03/2011 - 08/20/2013
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
12/22/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
08/25/2006 - 12/18/2009
E*TRADE SECURITIES LLC (SANDY UT)
NY
09/30/2002 - 03/05/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 10/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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