Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Fleischmann is a registered representative with LPL Financial LLC. Wendy has been in the financial services industry since July 2008. Wendy has held previous roles with Crown Capital Securities, LP, United Planners' Financial Services of America A Limited Partner, and Woodbury Financial Services, Inc. Wendy is also an author of "Divorce Well: A Woman's Guide". Wendy holds a Series 7, Series 66 and SIE securities licenses and is registered in California, Hawaii, Michigan, Nevada and Washington.
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
CA
05/01/2024 - Present
LPL Financial LLC (CHATSWORTH CA)
CA
01/02/2020 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (CHATSWORTH CA)
CA
12/09/2015 - 12/31/2019
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CHATSWORTH CA)
CA
11/24/2010 - 01/08/2016
CROWN CAPITAL SECURITIES, L.P. (CHATSWORTH CA)
CA
07/10/2008 - 11/26/2010
WOODBURY FINANCIAL SERVICES, INC. (TARZANA CA)
BOTH
Issued 08/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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