Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilbert? Claim Your ProfileWilbert Wise is a registered investment advisor representative (IAR) with Principal Advised Services in CAPE CORAL, FL. Wilbert has been in the industry since 2002. He currently holds registrations in Florida for both securities and investment advising. Wilbert also holds previous registrations with WELLS FARGO CLEARING SERVICES, LLC and VANGUARD MARKETING CORPORATION. He is a Series 6 and Series 63 license holder with the SIE designation. Wilbert's primary focus is on providing portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/30/2024 - Present
Principal Advised Services (CAPE CORAL FL)
NC
07/20/2012 - 05/20/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
07/09/2002 - 09/27/2010
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 05/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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