Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Ehrlich is a financial advisor registered with American Portfolios Financial Services, Inc. located in Hauppauge, NY. Wendy has been working in the financial industry since 1984. Wendy holds the Series 63, SIE and Series 7 licenses.
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.
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.
1
2
NY
12/05/2019 - Present
American Portfolios Financial Services, Inc. (Hauppauge NY)
NY
03/10/1988 - 05/27/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NA
10/01/1985 - 07/27/1987
GRUNTAL & CO. INCORPORATED
NA
08/21/1984 - 10/01/1985
HERZFELD & STERN INC.
BC
Issued 08/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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