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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Jean Obrien is an active investment advisor representative with PNC Investments, a firm with a significant presence in the financial services industry. Wendy has a deep understanding of the investment industry, having been involved in the field since 1988. Wendy has a diverse background, having held positions at several firms including The Huntington Investment Company, PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, and PNC SECURITIES CORP. Wendy is a registered Investment Advisor Representative in Pennsylvania. Wendy's experience and qualifications allow her to provide a wide range of financial services and specialized knowledge in fixed income, equities, and mutual funds.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/30/2015 - Present
PNC Investments (SEVEN FIELDS PA)
OH
08/25/2010 - 06/26/2015
THE HUNTINGTON INVESTMENT COMPANY (WARREN OH)
PA
01/01/2004 - 08/20/2010
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/23/1994 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
10/06/1994 - 12/23/1994
PNC SECURITIES CORP (PITTSBURGH PA)
PA
03/01/1994 - 09/30/1994
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
01/30/1991 - 03/11/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
05/15/1989 - 01/31/1991
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
10/09/1987 - 06/14/1988
F.N. WOLF & CO., INC.
NA
07/21/1987 - 10/09/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 10/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/1999
Series 4 - Registered Options Principal Examination
BC
Issued 04/22/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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