Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendell? Claim Your ProfileWendell Terral Whetstone is a financial advisor at Ameriprise Financial Services, LLC. Wendell has been in the industry since February 2006, with expertise in both investment and insurance advisory. Wendell has a broad range of certifications and licenses, including Series 66, Series 7, and the Securities Industry Essentials Examination. Wendell is also a Certified Financial Planner. Wendell is registered in 31 states and has extensive experience with clients of all types, from individuals to corporations and institutions. Wendell specializes in asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management.
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.
Asset allocation services
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
LA
10/05/2006 - Present
Ameriprise Financial Services, LLC (Shreveport LA)
BOTH
Issued 03/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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