Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Chin is a financial advisor registered with Neuberger Berman BD LLC and has been in the industry since 1997. Wendy is a Certified Financial Planner and has a Series 7 and Series 63 license. Wendy provides financial planning, selection of other advisors, and portfolio management services to clients. Wendy is currently registered with the state of New York and New Jersey.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/16/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NA
02/25/1997 - 09/17/1998
NEUBERGER & BERMAN, LLC
BC
Issued 03/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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