Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Loran Sebacher is a financial advisor registered with Moneta Group Investment Advisors, LLC in Clayton, Missouri. Wesley has been in the financial industry since 2017, and has held previous positions at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Scottrade, Inc. Wesley holds the Series 63, Series 66, Series 7, and Series 24 licenses, and is also a Certified Financial Planner. Wesley specializes in financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
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
MO
01/25/2022 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
03/10/2020 - 01/24/2022
CHARLES SCHWAB & CO., INC. (Chesterfield MO)
MO
02/26/2018 - 03/02/2020
TD AMERITRADE, INC. (St Louis MO)
MO
03/14/2017 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 01/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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