Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Mueller is a financial advisor at Ameriprise Financial Services, LLC. Wendy has over 30 years of experience in the financial services industry. Wendy is licensed to provide investment advice in Arizona, California, Colorado, Florida, Illinois, Maryland, Michigan, Nebraska, New Jersey, New York, North Carolina, Oklahoma, Oregon, Texas. Wendy holds Series 7, 11, 63 and 66 licenses. Wendy has also earned the Series SIE designation. Wendy's experience includes working with individuals, families, businesses, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans.
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.
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MI
06/09/2017 - Present
Ameriprise Financial Services, LLC (Bay City MI)
MI
02/01/2017 - 06/12/2017
THE HUNTINGTON INVESTMENT COMPANY (SAGINAW MI)
MI
03/04/2008 - 02/01/2017
LPL FINANCIAL LLC (SAGINAW MI)
MI
07/26/2004 - 03/04/2008
IFMG SECURITIES, INC. (SAGINAW MI)
CA
08/30/1999 - 08/10/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IN
05/02/1997 - 09/02/1999
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
WI
08/22/1991 - 05/01/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 04/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1991
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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