Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Pingelton is a financial advisor with Fullcircle Wealth LLC. Wesley has been in the financial services industry for over 20 years and holds the Series 7, Series 66 and SIE licenses. He is also a Certified Financial Planner and a Chartered Financial Analyst. Wesley has experience working with individuals, families and businesses on a variety of financial planning needs including investment management, retirement planning and college savings. He is committed to providing his clients with personalized financial advice and guidance.
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.
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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TX
03/22/2013 - Present
Fullcircle Wealth LLC (DALLAS TX)
TX
03/14/2013 - 04/02/2024
TRIAD ADVISORS LLC (DALLAS TX)
TX
10/30/2009 - 03/20/2013
INVEST FINANCIAL CORPORATION (DALLAS TX)
GA
10/06/2006 - 10/30/2009
FSC SECURITIES CORPORATION (ATLANTA GA)
IN
07/03/2003 - 01/24/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/03/2003 - 01/24/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 09/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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