Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Perman is a financial advisor at PNC Investments, a firm that specializes in managing assets for a diverse client base. Wesley is registered as a broker-dealer in 26 states and as an investment advisor in Pennsylvania. Wesley has been in the financial industry since 2002, bringing over two decades of experience to this role.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/22/2008 - Present
PNC Investments (SEVEN FIELDS PA)
PA
04/16/2003 - 06/17/2008
NATCITY INVESTMENTS, INC. (PITTSBURGH PA)
NY
07/23/2002 - 03/18/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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