Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendell? Claim Your ProfileWendell Bunch is a financial advisor who has been in the industry since December 2008. Wendell is currently registered with Cetera Investment Advisers LLC. Wendell is also registered with the states of Florida, Kentucky, Ohio, and Tennessee. Previously, Wendell was registered with CUNA Brokerage Services, Inc. and Fifth Third Securities, Inc. Wendell has passed the Series 6, 7, 63, and 66 exams, and the Securities Industry Essentials Examination. Wendell's practice specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
KY
02/22/2022 - Present
Cetera Investment Advisers LLC (ELIZABETHTOWN KY)
KY
01/29/2021 - 02/21/2022
CUNA BROKERAGE SERVICES, INC. (Bardstown KY)
FL
06/21/2018 - 08/28/2020
FIFTH THIRD SECURITIES, INC. (VENICE FL)
TN
07/17/2017 - 02/05/2018
CUNA BROKERAGE SERVICES, INC. (BRENTWOOD TN)
TN
02/25/2008 - 07/10/2017
FIFTH THIRD SECURITIES, INC. (FRANKLIN TN)
BOTH
Issued 9/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/2008
Series 7 - General Securities Representative Examination
BC
Issued 2/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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