Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Young is a financial professional with over 20 years of experience in the industry. Wesley is a registered investment advisor representative with Eagle Strategies LLC and holds Series 6, 7, 63, and 65 licenses. Wesley is also a licensed insurance agent with a range of insurance products. Wesley has experience working with individuals, families, businesses, and non-profit organizations. Wesley’s firm, Eagle Strategies LLC, provides financial planning services, portfolio management, and retirement planning. Wesley is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals. Wesley is a Certified Financial Planner™ and has a passion for helping people achieve financial security.
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.
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.
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2
TX
02/10/2006 - Present
Eagle Strategies LLC (Austin TX)
IA
Issued 12/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 5/3/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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