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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley John Kubik is an Investment Advisor Representative at Global Retirement Partners LLC. Wesley is also the owner of Wes Kubik Consulting LLC where he provides consulting services. Wesley is a Registered Investment Advisor in California. His areas of specialization include retirement planning, estate planning, and college savings. Wesley has been in the financial services industry since 2013. He is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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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CA
04/02/2024 - Present
Global Retirement Partners LLC (San Clemente CA)
IA
Issued 04/02/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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