ADVISOR BIO

Wesley Watanabe is a financial advisor with Fidelity Personal And Workplace Advisors. Wesley has been working in the financial industry since 2016 and has a strong background in investment advising. Wesley is licensed to provide financial advice in California and Texas. Wesley specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Wesley MacDonald is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc., in California and Texas. Wesley has been working in the financial industry since April 2016, providing investment advice to a diverse client base including high-net-worth individuals, corporations, and pension plans. Before joining Merrill Lynch, Wesley has experience at UBS Financial Services, Inc. and NYLIFE Securities LLC. Wesley earned licenses including Series 6, 7, 66, and SIE.

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ADVISOR BIO

Wesley Thomas Holcomb is an Investment Advisor Representative at LPL Financial LLC. Wesley has been in the industry since August 8, 2005. Wesley has a wide range of experience, including working at Principal Securities, Inc., Principal Funds Distributor, Inc., and E*TRADE Securities, Incorporated. Wesley is a registered representative in California, South Carolina, and is a registered Investment Advisor in California. Wesley is also a registered principal with LPL Financial LLC.

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ADVISOR BIO

Wesley Miller is a financial advisor with Morgan Stanley. Wesley has been in the industry for 10 years and is registered to provide investment advice in 53 states. Wesley specializes in a variety of investment services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies. Wesley also has experience with Charles Schwab & Co., Inc. and Edward Jones.

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ADVISOR BIO

Wesley Scoggin is an investment advisor representative associated with Allworth Financial, LP. Wesley has been in the securities industry for 12 years and has been with Allworth Financial, LP since January 2024. Before joining Allworth Financial, LP, Wesley was associated with Securities America, Inc. from March 2021 to January 2024.

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ADVISOR BIO

Wesley John Kubik is an Investment Advisor Representative at Global Retirement Partners LLC. Wesley is also the owner of Wes Kubik Consulting LLC where he provides consulting services. Wesley is a Registered Investment Advisor in California. His areas of specialization include retirement planning, estate planning, and college savings. Wesley has been in the financial services industry since 2013. He is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Wesley Dunn is a financial advisor at Raymond James Financial Services Advisors, Inc. Wesley has over 10 years of experience in the financial services industry. Wesley specializes in providing financial planning and investment management services to individuals, businesses, and retirement plans. Wesley holds the Series 66, Series 7, and SIE licenses. Wesley is also a licensed real estate agent and has written five books on personal finance.

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ADVISOR BIO

Wesley Mar is an investment advisor representative with LPL Financial LLC in Sacramento, CA. Wesley has been working in the financial industry since 1985. Wesley has a wide range of experience, including working at Wachovia Securities, LLC, Smith Barney Inc., Lehman Brothers Inc., PaineWebber Incorporated, Intercal Securities Co., Bateman Eichler, Hill Richards, Incorporated, Prudential-Bache Securities Inc., and Equitec Securities Company. Wesley is licensed in the following states: Alaska, Arizona, California, Colorado, Idaho, Montana, Nevada, Oregon, and Texas.

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ADVISOR BIO

Wesley William Schuler is a registered Investment Advisor Representative with Hollencrest Capital Management. Wesley is a licensed Investment Advisor Representative in California. Wesley has been in the securities industry since 2019 and has prior experience with Securities America, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wesley has passed the Series 66, Series 7 and SIE exams. Wesley is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Wesley provides advisory services in portfolio management for individuals, businesses and pooled investment vehicles. Wesley also provides consulting services. Wesley is located in Newport Beach, California.

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ADVISOR BIO

Wesley Previant is an active advisor with Global Retirement Partners LLC. Wesley has been a registered investment advisor since 2001 and holds several securities licenses, including Series 63, 66, 7, 24, 31, 55, and the SIE. Wesley's experience includes working with clients such as individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Wesley and Global Retirement Partners LLC specialize in providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS