Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Keeler is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC in Dublin, Ohio. Wendy has been working in the financial services industry since March 1998. Wendy's firm offers investment advisory and financial planning services to individual and institutional clients, and also provides portfolio management services. Wendy is a registered representative of Wells Fargo Advisors Financial Network, LLC and an investment advisor representative of Wells Fargo Advisors Financial Network, LLC. Wendy is licensed to provide financial services in 37 states and 2 other jurisdictions.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
11/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
08/28/2014 - 09/12/2023
WELLS FARGO CLEARING SERVICES, LLC (DUBLIN OH)
MI
10/22/2001 - 09/08/2014
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
MA
08/28/2001 - 10/08/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
02/03/1997 - 07/28/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 12/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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