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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 William Creese is an Investment Advisor Representative with Carnegie Investment Counsel. Wesley has been in the financial industry since 1996 and has experience in both the brokerage and advisory space. Wesley holds a variety of licenses including the Series 7, Series 10, Series 9, Series 63, and Series 65. Wesley is a Personal Financial Specialist (PFS) and specializes in providing financial planning advice to individuals, corporations, and charitable organizations. Wesley's experience also includes prior positions with Hefren-Tillotson, Inc., Mid Atlantic Capital Corporation, and Riverstone Wealth Management LLC. Wesley provides services to a variety of clients, including individuals, high-net-worth individuals, families, corporations, charitable organizations, trusts, and investment companies. Wesley also serves as a member/owner of BBR Benefits Solutions, LLC, a benefits company.
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.
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
11/29/2022 - Present
Carnegie Investment Counsel (PEPPER PIKE OH)
PA
11/30/2017 - 09/17/2021
MID ATLANTIC CAPITAL CORPORATION (WEXFORD PA)
PA
11/06/1997 - 11/30/2017
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
IA
Issued 12/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/20/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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