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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Michael Golie is a financial advisor registered with D.A. Davidson & Co. in Missoula, Montana. Wesley Golie has been in the industry since 2004 and specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. He is registered with the state of Montana and holds the Series 7, Series 6, Series 63, and Series 65 securities licenses. He also holds the SIE exam for the Securities Industry Essentials. Wesley Golie has been associated with D.A. Davidson & Co. since September 2020. Prior to joining D.A. Davidson & Co., Wesley Golie was registered with LPL Financial LLC from 2016 to 2020 and Cetera Investment Services LLC from 2016 to 2016.
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.
1
2
MT
01/24/2024 - Present
D.a. Davidson & Co. (MISSOULA MT)
MT
11/29/2016 - 10/13/2020
LPL FINANCIAL LLC (MISSOULA MT)
MT
04/06/2016 - 11/29/2016
CETERA INVESTMENT SERVICES LLC (MISSOULA MT)
CO
09/21/2004 - 04/07/2016
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CA
08/01/2003 - 08/28/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 11/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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