Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Martin Preslar is a registered investment advisor representative with Ameritas Advisory Services, LLC. Wesley has been in the securities industry since 1992. Wesley is registered with FINRA and the state of Connecticut. Wesley is also registered as an Investment Advisor Representative in the state of Connecticut. Wesley is licensed as an independent insurance agent to sell fixed insurance products. Wesley has experience working with individuals, corporations, businesses, charitable organizations, and pension and profit sharing plans. Wesley provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Solicitor fees
1
2
CT
11/01/2021 - Present
Ameritas Advisory Services, LLC (TRUMBULL CT)
CT
10/27/2005 - 06/30/2006
CARILLON INVESTMENTS, INC. (ORANGE CT)
MA
10/30/2002 - 11/14/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
09/25/2000 - 10/23/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
03/09/1999 - 09/18/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
03/18/1998 - 02/23/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
05/01/1992 - 03/20/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/01/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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