Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Card is a financial professional with over 20 years of experience in the financial industry. Wesley currently works at Bowen, Inc. in Boston, Massachusetts. Previously, Wesley was registered with CANACCORD GENUITY LLC, AGC PARTNERS, SBC WARBURG, INC., SBCI SWISS BANK CORPORATION INVESTMENT BANKING INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Wesley holds Series 7, Series 79TO, and SIE licenses, and is registered in Massachusetts.
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.
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.
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2
MA
10/13/2023 - Present
Bowen, Inc. (BOSTON MA)
MA
12/13/2018 - 08/15/2023
CANACCORD GENUITY LLC (BOSTON MA)
CA
08/22/2003 - 09/25/2018
AGC PARTNERS (FOSTER CITY CA)
NY
01/03/1995 - 07/09/1997
SBC WARBURG, INC. (NEW YORK NY)
NY
09/26/1994 - 01/03/1995
SBCI SWISS BANK CORPORATION INVESTMENT BANKING INC. (NEW YORK NY)
NY
09/11/1993 - 09/21/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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