Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Williams is a financial advisor who has been in the industry since 1994. He is currently registered with Vanguard Marketing Corp. and has been with the firm since 2005. Previously, Wesley Williams was registered with Lincoln Financial Distributors, Inc., Delaware Distributors, L.P. and Alliance Fund Distributors, Inc.
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.
1
2
PA
08/22/2005 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
12/31/2000 - 08/05/2005
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
11/12/1999 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
TN
09/30/1993 - 07/23/1999
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
IA
Issued 03/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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