Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Price is a financial advisor in Charlotte, NC. Wesley has been working in the financial services industry since 2016 and is currently registered with Ally Invest Advisors. Wesley is also registered with the state of Tennessee as an Investment Advisor Representative. Wesley has a broad range of experience in the financial services industry, having previously worked with firms such as Wells Fargo Clearing Services, LLC and Ameriprise Financial Services, Inc. Wesley is dedicated to helping clients achieve 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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
10/12/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
TN
07/03/2019 - 05/26/2021
WELLS FARGO CLEARING SERVICES, LLC (MEMPHIS TN)
TN
05/11/2018 - 02/19/2019
AMERIPRISE FINANCIAL SERVICES, INC. (CORDOVA TN)
TN
04/06/2016 - 05/15/2018
WADDELL & REED (NASHVILLE TN)
BOTH
Issued 06/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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