Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley McBratney is a Registered Investment Advisor representative, licensed in Washington. Wesley works with The Retirement Solution LLC, providing financial planning and portfolio management services. He specializes in retirement planning, investment management, and education. Wesley works with a wide range of clients, including high net worth individuals, individuals other than high net worth, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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WA
05/05/2022 - Present
THE Retirement Solution LLC (REDMOND WA)
WA
07/02/2021 - 03/11/2022
EDWARD JONES (LYNNWOOD WA)
WA
11/12/2019 - 07/14/2021
EQUITABLE ADVISORS, LLC (BELLEVUE WA)
IA
Issued 08/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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