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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 Dean Perrin is an investment advisor representative registered with Prime Capital Financial. Wendy is licensed in Kansas and has been in the industry since June 2014. Wendy has experience in a number of financial areas including financial planning, portfolio management, and retirement planning. Wendy has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Wendy also offers educational seminars and consulting services.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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KS
06/28/2019 - Present
Prime Capital Financial (OVERLAND PARK KS)
IA
Issued 06/28/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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