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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Nicholson is a financial advisor with Commonwealth Financial Network, a firm with offices in Waltham, Massachusetts. He has been working in the financial industry since 1983 and is registered as a representative in numerous states across the country. Wesley holds various licenses and credentials, including Series 7, 22, 24, 31, and SIE. His specialization is in providing financial planning and portfolio management services for individuals and businesses. Wesley has previously worked with Laurel Financial Group Inc., which is also a registered investment advisor, and has experience in various financial services, including fixed insurance sales and referring customers for various services.
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.
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.
1
2
PA
06/15/2010 - Present
Commonwealth Financial Network (PITTSBURGH PA)
IL
05/29/1990 - 09/09/1992
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
NA
07/15/1987 - 10/28/1988
FINANCIAL INVESTMENT ANALYSTS, INC.
NA
11/09/1983 - 07/21/1987
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
BC
Issued 12/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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