Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendell? Claim Your ProfileWendell Dornell Stallings is a financial professional with over 20 years of experience in the industry. Wendell currently works with Ameritas Advisory Services, LLC, and is registered as a Registered Representative in North Carolina. Wendell has worked for several other firms over the years, including MetLife Investors Distribution Company, Lincoln Financial Distributors, Inc., and Lincoln Financial Advisors Corporation. Wendell holds the Series 7, Series 6, Series 63, Series 66, and Series 24 licenses and is a Certified Financial Planner and Chartered Financial Consultant.
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
NC
11/01/2021 - Present
Ameritas Advisory Services, LLC (Charlotte NC)
NC
09/04/2015 - 02/24/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
PA
12/31/2000 - 02/20/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
09/12/2000 - 12/31/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/12/2000 - 12/31/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
WI
11/23/1999 - 07/07/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/23/1999 - 07/07/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 09/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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