Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Payne is a financial advisor with Centurion Wealth Management, specializing in financial planning, portfolio management, and retirement and estate planning. Wendy has been in the industry for over 15 years, previously working with Spire Securities, LLC and Lara, May & Associates, LLC. Wendy holds the Series 6, 7, 63 and 65 licenses. Wendy is also the founder and CEO of Life Stage Transitions, LLC, an education and consulting firm for newly independent individuals and couples.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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.
A percentage of the total value of assets under management is charged.
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VA
08/10/2022 - Present
Centurion Wealth Management (MCLEAN VA)
VA
02/20/2015 - 12/31/2023
SPIRE SECURITIES, LLC (MCLEAN VA)
VA
06/17/2008 - 02/23/2015
LARA, MAY & ASSOCIATES, LLC (FALLS CHURCH VA)
VA
03/28/2007 - 06/18/2008
LARA, SHULL & MAY, LTD (FALLS CHURCH VA)
IA
Issued 09/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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