Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Hobbs is a Registered Representative and Investment Adviser Representative with over 40 years of experience in the financial industry. Wendy has a diverse background and is currently registered with LPL Financial LLC and Hobbs Advisory Services, specializing in providing financial advice and portfolio management services to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
04/05/2021 - Present
LPL Financial LLC (TUCSON AZ)
AZ
12/03/1998 - 01/21/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IL
03/19/1990 - 12/11/1998
GENEVA SECURITIES,INC. (SCHAUMBURG IL)
NA
07/12/1988 - 03/05/1990
BOUCHER, OEHMKE & COMPANY
NA
06/14/1983 - 07/09/1988
ISFA CORPORATION
NA
08/17/1981 - 06/03/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 07/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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