Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Kay Barta is a registered representative with J.p. Morgan Institutional Investments Inc. and Jpmorgan Distribution Services, Inc. Wendy has been in the securities industry since April 1997. Wendy is licensed to sell securities in 53 states and holds Series 63, 66, 7, 24, and SIE 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
OH
04/13/2023 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
09/22/2000 - 12/31/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
OH
05/04/2000 - 09/13/2000
OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)
OH
03/13/1997 - 04/28/2000
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 06/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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