Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Brandon is an investment advisor representative with LPL Financial LLC. Wesley has been in the industry since October 16, 2017. Wesley's primary office is located in Lynnwood, WA, but Wesley also has offices in other locations. Wesley is registered to provide investment advice in Arizona, California, Colorado, Florida, Oregon, Washington, and Wisconsin. Wesley holds the Series 66, Series 7, and SIE securities licenses. In addition to Wesley's role at LPL Financial LLC, Wesley is also involved with several other businesses.
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
WA
07/21/2021 - Present
LPL Financial LLC (LYNNWOOD WA)
WA
10/17/2017 - 07/21/2021
WADDELL & REED (LYNNWOOD WA)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wesley Brandon is the right advisor for you? Invested Better is here to help.
