Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Jane Wallace is an Investment Advisor Representative at AE Wealth Management, LLC. Wendy is licensed in Georgia and has been in the industry since January 2005. Wendy specializes in providing financial planning, pension consulting and portfolio management services to individuals and businesses. Wendy has a Series 65 license. She is a member of The Society for Financial Awareness (SOFA). Wendy is committed to helping her clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
06/20/2016 - Present
AE Wealth Management, LLC (Savannah GA)
IA
Issued 06/29/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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