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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 Schuler is a registered Investment Advisor Representative with Hollencrest Capital Management. Wesley is a licensed Investment Advisor Representative in California. Wesley has been in the securities industry since 2019 and has prior experience with Securities America, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wesley has passed the Series 66, Series 7 and SIE exams. Wesley is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Wesley provides advisory services in portfolio management for individuals, businesses and pooled investment vehicles. Wesley also provides consulting services. Wesley is located in Newport Beach, California.
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.
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.
Consulting services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Fees related to real estate deals
1
2
CA
08/03/2023 - Present
Hollencrest Capital Management (NEWPORT BEACH CA)
CA
07/19/2022 - 06/07/2023
SECURITIES AMERICA, INC. (NATIONAL CITY CA)
AZ
10/18/2021 - 06/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
BOTH
Issued 03/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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