Wesley MathisCRD Number: 2304663
Current Firm: Fsc Securities Corporation
Wesley Mathis (CRD# 2304663) is an Investment Advisor Representative working at Fsc Securities Corporation in Duluth, GA and has over 27 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
|Fsc Securities Corp||Atlanta, GA||Sep 2017 - Current||3|
|National Planning Corp||Duluth, GA||Nov 2001 - Sep 2017||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1992|
|S65||NASAA Investment Advisors Law Examination||Jun 2020|
Total Assets Under Management8,699MILLIONS
Total Number of Accounts36,879ACCOUNTS
Average Account Value$235,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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