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 Whitehead is a financial advisor at LPL Financial LLC in San Antonio, Texas. Wesley has been in the financial services industry since 2007. Wesley is registered with the state of Texas as a Registered Representative and Investment Advisor Representative. Wesley is also registered in California, Colorado, and Missouri. In addition to his work at LPL Financial LLC, Wesley is also involved in other business activities.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
07/10/2013 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
10/01/2008 - 07/29/2013
INVESTMENT PROFESSIONALS, INC. (HELOTES TX)
TX
12/21/2007 - 09/05/2008
MORGAN STANLEY & CO. INCORPORATED (SAN ANTONIO TX)
TX
09/18/2007 - 12/10/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
BOTH
Issued 11/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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