Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendolyn? Claim Your ProfileWendolyn Forbes is a financial advisor with over 15 years of experience in the industry. Wendolyn is currently registered with Advisory Services Network, based in Atlanta, GA. Wendolyn has a wide range of experience in providing financial planning and investment advice to individuals, families, businesses and retirement plans. Wendolyn is committed to providing her clients with personalized financial advice and helping them reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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NC
08/26/2021 - Present
Advisory Services Network (Waynesville NC)
NC
10/27/2017 - 08/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASHEVILLE NC)
NC
06/06/2013 - 10/17/2017
WELLS FARGO CLEARING SERVICES, LLC (ASHEVILLE NC)
NC
04/29/2008 - 08/21/2012
WELLS FARGO ADVISORS, LLC (CANDLER NC)
IA
Issued 02/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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