Wesley WeinsteinCRD Number: 4553569
Current Firm: Wells Fargo Advisors, LLC
Wesley Weinstein (CRD# 4553569) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Myerstown, PA and has over 15 years of experience in the finance industry.
Thrivent Investment Management Inc.
Kaufman Advisory Services, Inc.
Ic Advisory Services, Inc.
|Wells Fargo Advisors, LLC||Reading, PA||Jun 2012 - Current||5|
|Primevest Financial Services, Inc.||St. Cloud, MN||Nov 2007 - Jun 2012||4|
|Susquehanna Wealth Strategies||Lancaster, PA||May 2006 - Nov 2007||1|
|Ifmg Securities, Inc.||Lancaster, PA||May 2006 - Nov 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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