Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendi? Claim Your ProfileWendi Kernels Drennon is a financial advisor with Sorrento Pacific Financial, LLC in Anderson, SC. Wendi has been in the financial services industry since August 1994. Wendi is registered as an Investment Advisor Representative and has been with Sorrento Pacific Financial, LLC since December 2005. Before that Wendi worked at Peoples Investments in Anderson, SC. Wendi holds a Series 6, Series 63 and Series 65 license, and the SIE exam. Wendi can provide investment advice, financial planning, educational seminars and portfolio management for businesses and 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
SC
02/01/2006 - Present
Sorrento Pacific Financial, LLC (ANDERSON SC)
TN
07/29/1999 - 12/31/2005
ICBA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)
NY
02/08/1993 - 02/05/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 04/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Wendi Drennon is the right advisor for you? Invested Better is here to help.
