Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Sun is a financial advisor who has been in the industry since 2007. Wesley is currently registered with Franklin Distributors, LLC and has a Series 66, SIE, Series 3, and Series 7 license. Wesley has previously worked for VOYA INVESTMENTS DISTRIBUTOR, LLC, FORESIDE FUND SERVICES, LLC, BLACKROCK INVESTMENTS, LLC, and FAM DISTRIBUTORS, INC. Wesley is registered in 51 states.
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
FL
09/10/2021 - Present
Franklin Distributors, LLC (St. Petersburg FL)
CT
12/14/2020 - 08/06/2021
VOYA INVESTMENTS DISTRIBUTOR, LLC (WINDSOR CT)
NY
04/03/2018 - 11/05/2020
FORESIDE FUND SERVICES, LLC (NEW YORK NY)
NY
05/20/2015 - 03/06/2018
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NJ
09/29/2006 - 10/17/2013
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NY
01/18/2006 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 03/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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