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Gurnie Winfred Pendry

Southeast Investments, N.c., Inc.

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About Gurnie Winfred Pendry

Gurnie Winfred Pendry is a financial professional with over 20 years of experience in the industry. Gurnie has held various roles at reputable firms including Ameritas Investment Corp. and Woodbury Financial Services, Inc., gaining experience in investment and financial services. Gurnie is currently registered with Southeast Investments, N.c., Inc., a firm focused on providing financial guidance and investment services. Pendry's specialization includes financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Gurnie Pendry is currently registered with Southeast Investments, N.c., Inc.. Southeast Investments, N.c., Inc. is a Corporation that was formed on December 6, 1996. They are a registered investment advisor with the SEC and all 51 states. They provide financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They also offer wrap fee program participation.

Not reported

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Offer products as a b/d on a commission basis

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Gurnie Pendry’s Registration & Firm History

NC

06/30/2006 - Present

Southeast Investments, N.c., Inc. (CHARLOTTE NC)

NC

03/19/2003 - 07/03/2006

AMERITAS INVESTMENT CORP. (WINSTON SALEM NC)

MN

08/14/1998 - 03/24/2003

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

BC

Issued 04/28/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gurnie Winfred Pendry.
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