Wesley Lew Email & Phone Number
CERTIFIED FINANCIAL PLANNER (tm) professional Financial Advisor
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Wesley Lew Location
- Bellevue, WA, US
Wesley Lew Work
- 2005 -now CERTIFIED FINANCIAL PLANNER (tm) professional Financial Advisor @ First Allied Securities, Inc., Member FINRA/SIPC
- 2000 -2005 CERTIFIED FINANCIAL PLANNER (tm) professional @
Wesley Lew Education
- California State University, Long Beach
Bachelor of Science (Finance)
Wesley Lew Skills
- Alternative Investments
- Series 63
- Financial Advisory
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- IRAs
- Variable Annuities
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Certified Financial Planner
- Series 24
- 401k Rollovers
- Retirement
- Series 65
- Series 7
- Securities
- Investment Management
Wesley Lew Summary
- Wesley Lew, based in Bellevue, WA, US, is currently a CERTIFIED FINANCIAL PLANNER (tm) professional Financial Advisor at First Allied Securities, Inc., Member FINRA/SIPC. Wesley Lew brings experience from previous roles at Morgan Stanley. Wesley Lew holds a Bachelor of Science in Finance @ California State University, Long Beach. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Fixed Annuities, Insurance and more. Wesley Lew has 2 mobile phone numbers on RocketReach.
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