Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Gregory is a financial advisor with over 6 years of experience in the industry. She is currently registered with Merit Financial Advisors and has previously worked for LPL FINANCIAL LLC and Ameriprise Financial Services, LLC. Wendy is licensed to provide investment advice in Oklahoma and has a Series 7, Series 66, and SIE license. Wendy specializes in working with a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Wendy's services include financial planning, portfolio management, and pension consulting.
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.
Consulting fees
1
2
GA
02/14/2023 - Present
Merit Financial Advisors (ALPHARETTA GA)
OK
01/30/2023 - 08/16/2024
LPL FINANCIAL LLC (TULSA OK)
OK
03/04/2020 - 02/11/2022
AMERIPRISE FINANCIAL SERVICES, LLC (TULSA OK)
OK
04/12/2017 - 01/02/2020
AMERIPRISE FINANCIAL SERVICES, INC. (Tulsa OK)
BOTH
Issued 02/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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