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 Masen is an investment advisor representative with SPC in ANN ARBOR, MI. Wendy has been in the industry since 2004. Wendy has a Series 6, Series 7, Series 63, and Series 65 licenses. Wendy also holds registrations in 24 states, including Michigan, Florida, California, and Texas. Wendy is an active member of the securities industry and has a wide range of experience. In addition to her work as an investment advisor, Wendy also sells various insurance products through various insurance companies. Wendy's primary focus is on working with individuals and businesses to develop and implement financial plans. Wendy's experience, knowledge and commitment to her clients make her a valuable resource for anyone looking for financial advice.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
06/14/2018 - Present
SPC (ANN ARBOR MI)
AZ
06/24/2004 - 06/01/2006
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
IA
Issued 07/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Wendy Masen is the right advisor for you? Invested Better is here to help.
