Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Boyce is a financial advisor with Captrust. Wesley has over 18 years of experience in the financial services industry. Wesley is registered with the state of South Carolina. Wesley holds the Series 7, Series 63, Series 66 and SIE licenses. Wesley also holds the Certified Financial Planner designation. Wesley specializes in retirement planning, investment management, college savings, and estate planning. Wesley also serves on the advisory board of Service Dogs for Veterans.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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SC
07/02/2021 - Present
Captrust (GREENVILLE SC)
SC
08/02/2013 - 05/02/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GREENVILLE SC)
SC
01/16/2009 - 08/05/2013
FINTRUST BROKERAGE SERVICES, LLC (GREENVILLE SC)
SC
03/14/2007 - 12/31/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (GREENVILLE SC)
SC
07/08/2005 - 02/08/2007
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
VA
02/04/2000 - 02/23/2000
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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