Unclaimed
Wanda Lee Chandler is a financial advisor with Ameriprise Financial Services, LLC. Wanda has been in the financial services industry for over 20 years. Her experience includes working for LPL FINANCIAL LLC, S&S HealthCare Strategies, and Ameriprise Financial Services, LLC. Wanda is licensed in 17 states. She holds Series 63, 65 and 7 licenses, as well as the SIE. Wanda is a registered investment advisor and provides financial planning, asset allocation, and portfolio management services to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals.
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.
Asset allocation services
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
TN
08/23/2023 - Present
Ameriprise Financial Services, LLC (CORDOVA TN)
TN
04/02/2021 - 07/13/2021
LPL FINANCIAL LLC (MEMPHIS TN)
IA
Issued 02/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Wanda Chandler is the right advisor for you? Invested Better is here to help.