Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Coleman is a financial advisor with over 10 years of experience in the industry. Wendy is currently registered with Centaurus Financial, Inc., a firm based in Anaheim, California. Wendy also holds a Series 66 and Series 7 license and has been actively involved in providing financial advice since 2008. Wendy has a strong background in financial planning and investment management. Wendy is committed to providing personalized financial guidance and helping clients achieve their financial goals. In addition to her role at Centaurus Financial, Inc., Wendy is also involved with TBG Wealth Management LLC and The Benefit Group, LLC.
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.
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TX
11/12/2012 - Present
Centaurus Financial, Inc. (BELTON TX)
TX
09/03/2009 - 12/31/2010
CENTAURUS FINANCIAL, INC. (AUSTIN TX)
TX
01/16/2008 - 08/25/2009
MUTUAL SERVICE CORPORATION (AUSTIN TX)
BOTH
Issued 03/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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