Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Wendel is a registered representative with W&S Brokerage Services, Inc. based in Lima, OH. Stephen has been in the financial services industry since 2014. Stephen has a Series 6 and Series 26 licenses, as well as the SIE exam. Stephen specializes in investment company products and variable contracts. Stephen has been registered with the state of Ohio since 2014.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
01/27/2014 - Present
W&S Brokerage Services, Inc. (LIMA OH)
BC
Issued 01/27/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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