Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wheat? Claim Your ProfileWheat Kelley is a financial professional with over 30 years of experience in the financial services industry. Wheat has held various positions at several firms, including BBVA Securities Inc., BB&T Securities, LLC, and PNC Investments. Wheat currently works as an investment advisor representative with Cetera Investment Advisers LLC. Wheat's expertise includes financial planning, pension consulting, and portfolio management for both individuals and businesses. Wheat holds licenses in several states, including Alabama, Arizona, Florida, Georgia, Illinois, and Indiana, and has passed various exams, including Series 6, 7, 63, and 65.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
AL
09/16/2024 - Present
Cetera Investment Advisers LLC (PHENIX CITY AL)
AL
08/16/2021 - 10/13/2021
PNC INVESTMENTS (OPELIKA AL)
AL
01/22/2018 - 08/16/2021
BBVA SECURITIES INC. (EUFAULA AL)
AL
01/02/2018 - 01/05/2018
BB&T SECURITIES, LLC (PHENIX CITY AL)
GA
10/10/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (COLUMBUS GA)
GA
11/30/2009 - 10/10/2014
SUNTRUST INVESTMENT SERVICES, INC. (COLUMBUS GA)
GA
10/13/2000 - 11/18/2009
EDWARD JONES (COLUMBUS GA)
NC
06/05/1997 - 10/23/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
01/05/1988 - 06/27/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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