Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Bauer is a registered representative with Charles Schwab & CO., Inc.. Wesley is a licensed advisor in Oregon and several other states, including Arizona, California, Colorado, and Washington. Wesley has been in the industry since 2015. Wesley is also an Investment Advisor Representative with Charles Schwab & CO., Inc., registered in Oregon. Wesley has a broad range of experience and specializes in providing financial planning and investment management services.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
OR
02/02/2017 - Present
Charles Schwab & CO., Inc. (Eugene OR)
BOTH
Issued 12/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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