Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Westley? Claim Your ProfileWestley Alan Speer is a financial advisor based in Woodland Hills, CA with over 20 years of experience in the financial services industry. Westley has been registered with Corebridge Capital Services, Inc. since September 2013. Prior to joining Corebridge, Westley held positions at several other firms including VALIC Financial Advisors, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., AXA ADVISORS, LLC, and AMERICAN EXPRESS FINANCIAL ADVISORS INC.
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.
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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2
CA
09/03/2013 - Present
Corebridge Capital Services, Inc. (WOODLAND HILLS CA)
TX
04/23/2008 - 09/06/2013
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NJ
10/20/2004 - 02/21/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (FORT LEE NJ)
NY
11/19/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/31/2002 - 08/08/2003
AXA ADVISORS, LLC (NEW YORK NY)
MN
02/26/2001 - 04/19/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/26/2001 - 04/19/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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