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Wesley Or

Union Square Advisors LLC

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About Wesley Or

Wesley Or is a registered representative with Union Square Advisors LLC. Wesley is Series 79 and SIE licensed and is currently active.

Firm Information

Wesley Or is currently registered with Union Square Advisors LLC. Union Square Advisors LLC is a Limited Liability Company formed in June 2006 and is registered with the SEC and 21 states.

Not reported

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Wesley Or’s Registration & Firm History

CA

05/03/2023 - Present

Union Square Advisors LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 05/03/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 02/13/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wesley Or.
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