Unclaimed
Wende Easter is a registered representative with Wells Fargo Clearing Services, LLC. Wende has been in the financial services industry since 2007 and has a strong record of providing investment advice and financial planning services to individuals and businesses. Wende is licensed to sell securities in 38 states and has a strong understanding of the investment markets and products. Wende holds the Series 7, Series 66, and SIE licenses. Wende is also registered as an investment advisor representative in the state of Texas. Wende is committed to providing her clients with the highest level of service and support and is dedicated to helping them 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.
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.
Investment consulting services to institutional clients
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
TX
12/19/2007 - Present
Wells Fargo Clearing Services, LLC (AUSTIN TX)
BOTH
Issued 12/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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