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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Ann Garrett is an active Registered Representative and Investment Advisor Representative, licensed with Ameriprise Financial Services, LLC in North Carolina, Texas, and Virginia. Wendy Ann Garrett specializes in providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, trusts and estates, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Wendy Ann Garrett is associated with Ameriprise Financial Services, LLC, which provides financial planning, portfolio management, educational seminars, and publication of periodicals services to its clients.
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
NC
10/15/2024 - Present
Ameriprise Financial Services, LLC (Cary NC)
BOTH
Issued 11/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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