Wesley H. Lacey

Field Vice President @Ameriprise Financial Services, LLC

Memphis, TN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2025 — Present

Field Vice President @Ameriprise Financial Services, LLC

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Memphis, TN, US

EDUCATION

2002 — 2006

Middle Tennessee State University

BBA

2010 — 2011

Christian Brothers University

Executive Certificate

SKILLS

Series 63InvestmentsCertified Financial PlannerEstate PlanningFinancial PlannersFinancial PlanningWealth Management ServicesRetirementStrategic Financial PlanningFinancial AdvisoryWealth ManagementCrmRetirement PlanningFinraAsset AllocationTrainingPractice ManagementInvestment AdvisorySeries 7Coaching

ABOUT WESLEY H. LACEY

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Wesley H. Lacey — Field Vice President at Ameriprise Financial Services, LLC in Memphis, TN, US | Unifers