Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wheeler? Claim Your ProfileWheeler Kearney is a financial advisor who has been in the industry for over 20 years. Wheeler is currently registered with BNY Mellon Securities Corp., and has previously worked with AXA Advisors, LLC and First Investors Corporation. Wheeler is licensed in 51 states and holds Series 7, 62, and 63 licenses as well as the SIE exam.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
1
2
NY
10/28/2003 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
NY
01/21/2003 - 07/29/2003
AXA ADVISORS, LLC (NEW YORK NY)
NJ
03/19/2001 - 08/03/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
NY
11/25/1998 - 11/30/2000
GLOBAL CAPITAL MARKETS, LLC (MELVILLE NY)
BC
Issued 03/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1998
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
Not sure Wheeler Kearney is the right advisor for you? Invested Better is here to help.
