Unclaimed
Paul Wendling is an Investment Advisor Representative associated with Commonwealth Financial Network in Washington Township, Michigan. Paul has been in the industry since 1980. Paul has a range of experience, specializing in portfolio management for individuals and businesses, financial planning, and pension consulting. Paul also offers educational seminars. Paul has been with Commonwealth Financial Network since 2001. Paul is registered in a number of states and holds licenses in both securities and investment advising. Commonwealth Financial Network is a Registered Investment Advisor with offices throughout the country.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
02/16/2017 - Present
Commonwealth Financial Network (Washington Township MI)
NY
01/01/1999 - 02/21/2001
FAHNESTOCK & CO. INC. (NEW YORK NY)
MI
07/27/1982 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NA
09/23/1980 - 08/19/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 02/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1987
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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