Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Westley? Claim Your ProfileWestley Iller is a financial advisor with over 20 years of experience in the industry. Westley currently works as a registered representative for Wintrust Investments LLC and has been with the firm since July of 2017. Prior to that, Westley worked for J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC of America Investment Services, Inc., LaSalle Financial Services, Inc., Morgan Stanley DW Inc. and Quest Capital Strategies, Inc. Westley is licensed to provide investment advice in several states, including Illinois, California, Florida, Texas, Wisconsin, Indiana, and New Jersey. Westley holds the Series 7, Series 31, Series 63, and Series 65 licenses, as well as the SIE license. Westley provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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IL
07/21/2017 - Present
Wintrust Investments LLC (SCHAUMBURG IL)
IL
10/01/2012 - 08/02/2017
J.P. MORGAN SECURITIES LLC (SCHAUMBURG IL)
IL
05/19/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SCHAUMBURG IL)
IL
10/24/2008 - 05/05/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BLOOMINGDALE IL)
IL
06/23/2003 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (BLOOMINGDALE IL)
NY
03/13/2002 - 05/01/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
02/13/2002 - 02/21/2002
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 06/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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