Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Wilt is a financial advisor with over 35 years of experience in the financial services industry. Wesley is registered with Calton & Associates, Inc. and is also a registered investment advisor. Wesley has a wide range of experience, including providing financial planning, portfolio management, and investment advisory services. Wesley works with individuals and families, as well as businesses and organizations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
02/13/2020 - Present
Calton & Associates, Inc. (Ansonia OH)
OH
05/20/2014 - 08/15/2019
SECURITIES AMERICA, INC. (ANSONIA OH)
OH
03/30/2007 - 06/19/2014
DALTON STRATEGIC INVESTMENT SERVICES INC. (BRADFORD OH)
CT
11/21/2005 - 07/24/2009
PTP SECURITIES, LLC (CANTON CT)
OH
11/13/1989 - 03/14/2007
DALTON STRATEGIC INVESTMENT SERVICES INC. (GREENVILLE OH)
NJ
02/28/1985 - 10/11/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 05/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1998
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 04/10/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 05/07/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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