Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Evelyne Free is a financial advisor with over 15 years of experience in the industry. Wendy is currently registered with LPL Financial LLC and has been active in the industry since 2005. Previously, Wendy was employed with Wells Fargo Investments, LLC, Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wendy holds Series 6, 7, 63, and 66 licenses. Wendy's experience includes working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Wendy also offers financial planning, portfolio management, and other advisory 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.
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
AZ
07/14/2023 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
03/08/2010 - 06/21/2010
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
AZ
09/16/2008 - 01/13/2010
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
AZ
02/25/2005 - 03/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
BC
Issued 09/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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