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Wesley Wayne Warren

Financial Security Services Group, Inc.

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About Wesley Wayne Warren

Wesley Warren is a Financial Advisor registered in Texas and California with Financial Security Services Group, Inc. Wesley provides investment advisory services including portfolio management for individuals and financial planning. Wesley is a Chartered Financial Consultant and has over 29 years of experience in the financial services industry.

Firm Information

Wesley Warren is currently registered with Financial Security Services Group, Inc.. Financial Security Services Group, Inc. is an independent financial services firm with two licensed agents and four investment advisor representatives. They provide financial planning, educational seminars, and market timing services. The firm manages approximately $52.9 million in assets for 425 clients, including both high-net-worth individuals and individuals other than high-net-worth. Their services focus on portfolio management for individuals and selection of other advisors.

$52.90M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Wesley Warren’s Registration & Firm History

TX

05/16/2013 - Present

Financial Security Services Group, Inc. (HIGHLAND VILLAGE TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wesley Wayne Warren.
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