Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Robert Rothove is a financial advisor with Bok Financial Securities, Inc. Wesley has been in the financial services industry since February 6, 2002. Wesley is registered with FINRA and holds Series 7, Series 52TO and Series 63 licenses. Wesley also holds the SIE exam. Wesley has been registered with Bok Financial Securities, Inc. since August 1, 2014. Wesley is registered to sell securities in Arkansas, Colorado, Indiana, Kansas, Missouri, New York, and Texas.
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.
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.
Furnishes advice about securities in any manner not described above.
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
KS
08/01/2014 - Present
BOK Financial Securities, Inc. (Overland Park KS)
MI
05/05/2014 - 07/09/2014
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
MO
01/16/2002 - 05/12/2014
UMB FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
BC
Issued 02/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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