Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Eddy is a registered representative with Wells Fargo Advisors Financial Network, LLC and has been in the industry since March 1993. Wendy has a Series 7 and Series 63 license, as well as a Series 65 license. Wendy has worked with Wells Fargo Advisors in various capacities since 2009. Previously, Wendy was a registered representative with A. G. Edwards & Sons, Inc. and UBS Financial Services Inc. Wendy is currently registered in California and Texas.
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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CA
10/16/2019 - Present
Wells Fargo Advisors Financial Network, LLC (IRVINE CA)
CA
01/01/2008 - 10/16/2019
WELLS FARGO CLEARING SERVICES, LLC (LONG BEACH CA)
CA
09/07/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TORRANCE CA)
NJ
03/23/1993 - 09/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 08/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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