Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Bird is a financial professional registered with Fidelity Brokerage Services LLC. Wendy has been in the industry since 2017. She holds the Series 7, Series 63, Series 9, and Series 10 licenses. Wendy is currently registered in Massachusetts, Texas, and Utah.
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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UT
11/10/2017 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 11/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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