Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Jonathan Robbins is a financial advisor who has been in the industry since December 1999. Wesley is currently registered with Truist Advisory Services, Inc. and has a total of 16 state registrations. Wesley has experience with Truist Advisory Services, Inc., U.S. BANCORP INVESTMENTS, INC., UVEST FINANCIAL SERVICES GROUP, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., and EDWARD JONES. Wesley's areas of specialization include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Selection of Other Advisers, and Publication of Periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
TN
05/25/2021 - Present
Truist Advisory Services, Inc. (JOHNSON CITY TN)
TN
03/22/2011 - 11/10/2014
U.S. BANCORP INVESTMENTS, INC. (CHURCH HILL TN)
TN
07/26/2007 - 03/25/2011
UVEST FINANCIAL SERVICES GROUP, INC. (JOHNSON CITY TN)
TN
06/28/2002 - 07/17/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (JOHNSON CITY TN)
MO
12/03/1999 - 07/02/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wesley Robbins is the right advisor for you? Invested Better is here to help.
