Wes Wyrick
10+ years experience in the Investment industry. Series 7, 63, 66, registered. Licensed in Life/Health insurance. I'm... | Nashville Metropolitan Area, Nashville Metropolitan Area, United States
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Wes Wyrick’s Emails we****@we****.com
Wes Wyrick’s Phone Numbers No phone number available.
Social Media
Wes Wyrick’s Location Nashville Metropolitan Area, Nashville Metropolitan Area, United States
Wes Wyrick’s Expertise 10+ years experience in the Investment industry. Series 7, 63, 66, registered. Licensed in Life/Health insurance. I'm proficient in research, fact gathering and portfolio building with acute attention to detail. I've spent 7 of my 10 years working with employee retirement benefit and compensation plans including but not limited to: 401k's, pensions, defined benefit plans, Employee Stock options (ISO/NQO), restricted stock, Employee Stock Purchase Plans (ESPP), and Stock Appreciation Rights (SARS) Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
Wes Wyrick’s Current Industry Momentum Wealth Solutions
Wes
Wyrick’s Prior Industry
Ubs
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Wells Fargo Advisors
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Morgan Stanley
|
Genesis Financial Planning
|
Momentum Wealth Solutions
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Work Experience
Momentum Wealth Solutions
Business Owner
Mon Jan 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Genesis Financial Planning
Wealth Planner
Tue Sep 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Morgan Stanley
Registered Client Associate
Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Wells Fargo Advisors
Sr. Registered Client Services Associate
Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
Sr. Client Resolution Specialist - Managed Accounts
Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
Registered Client Solutions Specialist - Corporate Employee Financial Services
Sat Mar 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
Client Services Associate - RMA Banking
Thu Feb 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Mar 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Wes Wyrick Email Addresses
FAQ About Wes Wyrick
-
Wes Wyrick is located at
Nashville Metropolitan Area, Nashville Metropolitan Area, United States -
Wes Wyrick is a
10+ years experience in the Investment industry. Series 7, 63, 66, registered. Licensed in Life/Health insurance. I'm proficient in research, fact gathering and portfolio building with acute attention to detail. I've spent 7 of my 10 years working with employee retirement benefit and compensation plans including but not limited to: 401k's, pensions, defined benefit plans, Employee Stock options (ISO/NQO), restricted stock, Employee Stock Purchase Plans (ESPP), and Stock Appreciation Rights (SARS) Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Momentum Wealth Solutions -
Wes Wyrick currently works in the
Momentum Wealth Solutions -
Wes Wyrick specializes in
10+ years experience in the Investment industry. Series 7, 63, 66, registered. Licensed in Life/Health insurance. I'm proficient in research, fact gathering and portfolio building with acute attention to detail. I've spent 7 of my 10 years working with employee retirement benefit and compensation plans including but not limited to: 401k's, pensions, defined benefit plans, Employee Stock options (ISO/NQO), restricted stock, Employee Stock Purchase Plans (ESPP), and Stock Appreciation Rights (SARS) Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. -
Wes Wyrick speaks the following languages:
No languages available. -
Wes Wyrick has prior experience in the following industries:
Genesis Financial Planning , Morgan Stanley , Wells Fargo Advisors , Ubs , Ubs , Ubs -
Wes Wyrick has the following professional experience:
Momentum Wealth Solutions , Genesis Financial Planning , Morgan Stanley , Wells Fargo Advisors , Ubs , Ubs , Ubs . -
You can view Wes Wyrick’s
LinkedIn profile at LinkedIn URL. -
Wes Wyrick’s work email addresses are
[email protected] . -
Wes Wyrick works at
Momentum Wealth Solutions
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