Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Lenart is a financial professional with experience in the industry. Wesley is currently registered with LPL Enterprise, LLC and is licensed to provide investment advice in Illinois and Wisconsin. Wesley specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Wesley previously held positions at E*TRADE Securities LLC, Lakeshore Financial Group, and Jidd Motors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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IL
11/14/2024 - Present
LPL Enterprise, LLC (ROSEMONT IL)
BOTH
Issued 06/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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