linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wendell Vilas Graham

Washington Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wendell? Claim Your Profile

About Wendell Vilas Graham

Wendell Vilas Graham has been a registered representative in the financial services industry since 1982. Currently, Wendell is a Registered Representative for Washington Securities Corp. in the Chevy Chase, Maryland office. Wendell has been with Washington Securities Corp. since January 2010. Wendell has previously been associated with Capitol Securities Management, Inc. in McLean, Virginia, Washington Investment Corporation in Washington, D.C. and Janney Montgomery Scott Inc. in Philadelphia, Pennsylvania. Wendell has passed the Series 63, Series 7 and SIE exams. Wendell specializes in Portfolio Management for Individuals.

Firm Information

Wendell Graham is currently registered with Washington Securities Corp.. Washington Securities Corp. is a corporation that has been in operation since August 20, 1998. The firm provides portfolio management services to individuals. They have 10 registered representatives and 4 investment advisor representatives. The firm manages approximately $6,975,967 in assets for 8 clients. They are registered with the SEC and in 19 states.

$6.98M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wendell Graham’s Registration & Firm History

MD

01/25/2010 - Present

Washington Securities Corp. (CHEVY CHASE MD)

VA

04/16/1999 - 02/04/2010

CAPITOL SECURITIES MANAGEMENT, INC. (MCLEAN VA)

DC

02/06/1991 - 04/16/1999

WASHINGTON INVESTMENT CORPORATION (WASHINGTON DC)

PA

02/09/1988 - 02/13/1991

JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)

NA

03/01/1982 - 02/24/1988

PRUDENTIAL-BACHE SECURITIES INC.

Not sure if Wendell Vilas Graham is right for you?

Licenses & Designations

BC

Issued 03/10/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendell Vilas Graham.
Not sure if Wendell Vilas Graham is right for you?