Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley John Salao is a registered investment advisor representative with Spc. Wesley has been in the financial services industry since August 17, 2005. Wesley currently holds Series 6, Series 63, and Series 65 licenses. Wesley has been with Spc since August 17, 2021. Previously, Wesley worked at Intersecurities, Inc. from August 18, 2005 to April 30, 2007. Wesley specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Wesley also has experience in other investment-related activities.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
08/17/2021 - Present
SPC (ANN ARBOR MI)
CA
08/18/2005 - 04/30/2007
INTERSECURITIES, INC. (ANAHEIM CA)
IA
Issued 08/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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