Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Ray Sowell is a financial advisor who has been in the industry since September 2017. He is currently registered with Edward Jones in Searcy, Arkansas, and also holds registrations in Texas, Colorado, Missouri, Nevada, Oklahoma, Tennessee and West Virginia. Wesley holds the Series 66, Series 7 and SIE licenses. He is also a registered Investment Advisor. Wesley has been employed by Edward Jones since 2017 and previously worked at Cottigham & Butler, Burnett Insurance and the University of Arkansas Division of Agriculture. He specializes in providing financial planning services to individuals, families and businesses. He offers portfolio management services for individuals and businesses, as well as pension consulting and selection of other advisers. He is also registered to provide financial advice to charitable organizations and high-net-worth individuals.
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.
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.
See schedule d - miscellaneous
1
2
AR
01/10/2019 - Present
Edward Jones (SEARCY AR)
BOTH
Issued 10/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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