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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Buchanan is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Wendy has been in the industry since 1993 and is registered to provide investment advice in Texas. Previously, Wendy was employed with Wells Fargo Clearing Services, LLC and Edward Jones. Wendy holds the Series 7, Series 63, and Series 65 licenses. Wendy specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors. Wendy's primary office is located at 821 ESE 323 LOOP, STE 110 in TYLER, TX. She also serves clients in NACOGDOCHES, TX.
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.
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.
Investment consulting services to institutional clients
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
TX
06/18/2021 - Present
Wells Fargo Advisors Financial Network, LLC (TYLER TX)
TX
08/15/2008 - 06/18/2021
WELLS FARGO CLEARING SERVICES, LLC (NACOGDOCHES TX)
TX
01/01/1994 - 08/29/2008
EDWARD JONES (NACOGDOCHES TX)
IA
Issued 03/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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