Unclaimed
Linda Anne Wenker is an Investment Advisor Representative at Western International Securities, Inc. in Campbell, CA. Linda has been in the securities industry since 1984. She has a broad range of experience in financial planning, portfolio management, and investment advisory services. Linda holds a Series 7, 24, 63, and 65 license. She is registered in 17 states. Linda is also a registered agent for Accident & Health, Life, and Variable Insurance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
08/22/2008 - Present
Western International Securities, Inc. (Campbell CA)
CA
07/17/2006 - 08/25/2008
FIRST ALLIED SECURITIES, INC. (SACRAMENTO CA)
CA
12/17/2003 - 07/17/2006
INVESTORS RESOURCES GROUP, INC. (VACAVILLE CA)
NJ
06/01/2001 - 10/22/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/24/1984 - 06/05/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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