Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Hosner is an investment advisor representative associated with Level Four Advisory Services. Wendy has been in the industry since December 2004. She has held previous roles at Ameriprise Financial Services, LLC, Wells Fargo Clearing Services, LLC and Morgan Stanley DW Inc. Wendy is registered with the state of Texas. Wendy is licensed with the following securities registrations: Series 7, Series 66, and SIE. Wendy works with individuals, high net worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Wendy offers a variety of services including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
02/24/2022 - Present
Level Four Advisory Services (DALLAS TX)
TX
03/17/2017 - 02/17/2022
AMERIPRISE FINANCIAL SERVICES, LLC (SOUTHLAKE TX)
TX
01/31/2005 - 03/21/2017
WELLS FARGO CLEARING SERVICES, LLC (SOUTHLAKE TX)
NY
12/08/2004 - 02/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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