Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Fuller Vancleve is a financial advisor in Memphis, TN. Wendy has been a registered representative in the financial services industry since June 2018. Wendy currently works at Raymond James Financial Services Advisors, Inc. and has previous experience with FIRST HORIZON ADVISORS, INC., Ftb Advisors, Inc, Alliance Law & Counseling, Select Specialty Hospital, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Fountain Financial Group, Pinnacle Asset Management and Pinnacle Bank/Pinnacle Financial Partners. Wendy has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Wendy's firm, Raymond James Financial Services Advisors, Inc., is a financial services company based in Saint Petersburg, FL. The firm offers a variety of financial services to individuals, businesses, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
08/23/2022 - Present
Raymond James Financial Services Advisors, Inc. (Memphis TN)
TN
06/19/2018 - 08/12/2022
FIRST HORIZON ADVISORS, INC. (MEMPHIS TN)
BOTH
Issued 07/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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