Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Handley is a financial advisor with Voya Retirement Advisors, LLC, located in Klamath Falls, OR. Wesley has been in the industry since April 26, 1997 and has a wealth of experience working with clients. Wesley has held various positions throughout their career with firms such as Voya Financial Advisors, Inc., AXA Advisors, LLC, and CUSO Financial Services, L.P.. Wesley holds the following licenses: Series 63, 66, 7, 24, 51, and SIE. Wesley specializes in providing financial planning and portfolio management for individuals.
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.
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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2
OR
09/14/2015 - Present
Voya Retirement Advisors, LLC (KLAMATH FALLS OR)
CT
09/14/2015 - 09/29/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
OR
06/17/2015 - 09/14/2015
VOYA FINANCIAL ADVISORS, INC. (Klamath Falls OR)
OR
05/30/2014 - 06/05/2015
AXA ADVISORS, LLC (KLAMATH FALLS OR)
OR
09/26/2011 - 05/01/2013
CUSO FINANCIAL SERVICES, L.P. (KLAMATH FALLS OR)
OR
11/02/2009 - 05/03/2011
VALIC FINANCIAL ADVISORS, INC. (EUGENE OR)
NC
04/22/2006 - 11/06/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
TX
11/14/2002 - 05/07/2004
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MN
06/18/1999 - 12/31/2001
FINTEGRA, LLC (MINNEAPOLIS MN)
CA
10/29/1998 - 04/16/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
11/30/1995 - 04/09/1998
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MO
07/01/1994 - 02/23/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CA
04/20/1993 - 07/07/1994
MURPHEY FAVRE, INC. (IRVINE CA)
NY
07/22/1991 - 09/08/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
OH
11/27/1989 - 07/24/1990
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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