Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Wurst is a financial professional with over 28 years of experience in the industry. Wendy has a strong background in securities and investment advisory services. Wendy is currently registered with Hennion & Walsh, Inc., a firm that specializes in investment advisory services. Wendy has previously worked with several other firms, including PMK Securities & Research, Inc., Stanford Group Company, Sterling Financial Investment Group, Inc., DMG Securities, Inc., and JWGenesis Securities, Inc. Wendy holds several industry licenses and certifications including Series 4, 7, 8, 24, 27, 52, 53, 63, 65, and 99. Wendy is currently registered in Florida and California.
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.
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.
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2
FL
12/02/2013 - Present
Hennion & Walsh, Inc. (BOCA RATON FL)
FL
11/19/2003 - 05/15/2014
PMK SECURITIES & RESEARCH, INC. (DELRAY BEACH FL)
TX
08/28/2003 - 11/19/2003
STANFORD GROUP COMPANY (HOUSTON TX)
FL
06/18/2002 - 08/07/2003
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
FL
03/24/2000 - 07/16/2002
PMK SECURITIES & RESEARCH, INC. (DELRAY BEACH FL)
VA
05/14/1994 - 03/16/2000
DMG SECURITIES, INC. (GREAT FALLS VA)
FL
07/21/1998 - 03/13/2000
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
MO
01/07/1994 - 03/11/2000
JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)
FL
02/24/1999 - 03/07/2000
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
FL
04/11/1995 - 12/23/1998
GSG SECURITIES, INC. (BOCA RATON FL)
FL
03/24/1995 - 03/31/1995
STOWE INVESTMENT COMPANY (WINTER HAVEN FL)
BC
Issued 10/07/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/11/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/05/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/22/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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