Unclaimed
Wendell Chindra is a financial advisor with State Farm Investment Management Corp. Wendell has been in the industry since 2008 and has passed several industry exams including the Series 6, 7, 66 and 65. Wendell was previously employed with Merrill Lynch and is a board member of Baptist Medical Center Clay.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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FL
09/05/2023 - Present
State Farm Investment Management Corp. (Fleming Island FL)
FL
12/17/2008 - 02/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
IA
Issued 08/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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