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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 Nathan Price is a financial advisor with over 20 years of experience in the financial services industry. He currently works as an Investment Advisor Representative with Geneos Wealth Management, Inc., a firm that specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Wesley has a broad range of experience and has held registrations in multiple states. Wesley has passed the Series 6, 63, and 65 exams, and holds the Certified Financial Planner designation. Wesley is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
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2
TN
02/02/2015 - Present
Geneos Wealth Management, Inc. (Knoxville TN)
TN
07/31/2003 - 02/11/2015
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
DE
07/28/1999 - 08/05/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
07/06/1994 - 07/21/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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