Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wende? Claim Your ProfileWende Headley is an Investment Advisor Representative with Quantum Financial Advisors, LLC. Wende has been in the industry since August 2013. Wende is also a Certified Financial Planner. Wende is registered with the state of California. Wende has passed the Uniform Investment Adviser Law Examination, or Series 65 exam. Wende works in the EL SEGUNDO office of Quantum Financial Advisors, LLC. Wende specializes in retirement planning, college savings, and estate planning.
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.
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.
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CA
02/07/2022 - Present
Quantum Financial Advisors, LLC (EL SEGUNDO CA)
IA
Issued 10/28/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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