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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 Rowlands is a financial advisor with over 10 years of experience in the industry. Wesley is registered with LPL Financial LLC in California and Texas. Wesley has a strong background in providing financial planning and investment management services to a wide range of clients, including high-net-worth individuals, businesses, and retirement plans. Wesley has a broad range of experience in providing financial advice to clients.
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.
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CA
04/07/2021 - Present
LPL Financial LLC (LAGUNA HILLS CA)
CA
11/26/2018 - 04/02/2019
VOYA FINANCIAL ADVISORS, INC. (LAGUNA HILLS CA)
CA
01/21/2014 - 12/31/2014
VOYA FINANCIAL ADVISORS, INC. (LAGUNA HILLS CA)
PA
12/21/2011 - 07/05/2012
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 01/14/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2018
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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