Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy West is an Investment Advisor Representative (IAR) with Harvest Investment Services, LLC and is registered in Illinois and Texas. Wendy has over 20 years of experience in the financial services industry. Wendy is a Registered Representative and holds the Series 7, Series 6, and Series 66 securities licenses, and is a licensed Investment Advisor Representative. Prior to joining Harvest Investment Services, LLC, Wendy worked at ProEquities, Inc. and Money Concepts Capital Corp. Wendy holds the SIE, Series 7, and Series 6 securities licenses, and is a licensed Investment Advisor Representative. She is an experienced financial advisor with expertise in financial planning, portfolio management, and retirement planning. Wendy is a highly regarded financial advisor in the Oakbrook Terrace, Illinois area, and she is committed to providing her clients with personalized financial advice and guidance.
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.
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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IL
05/26/2017 - Present
Harvest Investment Services, LLC (OAKBROOK TERRACE IL)
IL
08/28/2000 - 08/21/2018
PROEQUITIES, INC. (SYCAMORE IL)
FL
07/30/1997 - 08/28/2000
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BOTH
Issued 10/03/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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