Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wanda? Claim Your ProfileWanda Lynn Caffrey is a financial advisor who has been in the industry since 1998. Wanda is currently registered with Ameritas Advisory Services, LLC in Nebraska and Texas. Wanda has a wide range of experience in the financial services industry, having previously worked with First Allied Securities, Inc. and Salomon Smith Barney Inc. Wanda is also a licensed insurance agent and is an independent Mary Kay Beauty Consultant. Wanda is dedicated to providing her clients with comprehensive financial planning and insurance services. Wanda holds the Series 63, 65, 7 and SIE licenses.
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.
Solicitor fees
1
2
NE
11/01/2021 - Present
Ameritas Advisory Services, LLC (LINCOLN NE)
CA
08/24/2001 - 11/11/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NY
02/09/1998 - 05/07/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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