Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Paul Martinez is a financial advisor who has been in the industry since November 1988. Wesley currently works for Charles Schwab & CO., Inc. and has worked for AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Wesley's professional certifications include Certified Financial Planner. Wesley is licensed in several states including Louisiana. Wesley specializes in providing financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
LA
11/13/2013 - Present
Charles Schwab & CO., Inc. (Metairie LA)
NA
10/06/1988 - 12/19/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
10/06/1988 - 12/19/1988
IDS LIFE INSURANCE COMPANY
NA
02/23/1988 - 05/27/1988
J. W. GANT & ASSOCIATES, INC.
BOTH
Issued 06/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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