Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Hodges is a financial advisor who has been in the industry since 2015. Wesley is currently registered with Oneascent Financial Services LLC and holds licenses in Alabama, California, Colorado, Florida, Georgia, Indiana, Kentucky, Louisiana, Maryland, New Hampshire, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Utah, and Virginia. Wesley previously worked with Securities America, Inc. and Securities America Advisors. Wesley specializes in financial planning, portfolio management, and pension consulting. Wesley provides advisory services for individuals, businesses, and pension and profit-sharing plans.
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.
Consulting
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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NC
09/30/2024 - Present
Oneascent Financial Services LLC (Charlotte NC)
NC
11/13/2015 - 06/14/2024
SECURITIES AMERICA, INC. (CHARLOTTE NC)
BC
Issued 10/31/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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