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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Thomas Whitehead is a financial advisor associated with MML Investors Services, LLC, and has been in the industry since 1989. Wesley Thomas Whitehead is licensed to provide financial services in 11 states and is registered with FINRA and the state of Mississippi. Wesley Thomas Whitehead has Series 6, 22, and 63 securities licenses and has earned the SIE designation. Wesley Thomas Whitehead has been employed at MML Investors Services, LLC since 2002, and prior to that worked at NYLIFE Securities INC. Wesley Thomas Whitehead specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, businesses, and retirement plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MS
09/13/2002 - Present
MML Investors Services, LLC (Madison MS)
NY
10/10/1988 - 06/18/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 10/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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